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Financial Care Officer

🇺🇸 United States

Management

Finance

Sales

Customer Support

Financial Care Officer

from 🇺🇸 United States

Description

Summary:

Personally generate and grow employer relationships that expands Huntington's Financial Care at Work program across an assigned region. Act as a business development officer responsible for
prospecting, building a pipeline, creating opportunities, and driving new household growth through financial education, workplace banking, and strategic partnerships. Operate with a high degree of autonomy, self-motivation, and accountability while leading employer acquisition, business adoption, employee engagement, and market growth.

Duties and Responsibilities:

  • Prospect, develop, and maintain employer relationships that expand Huntington's Financial Care at Work program throughout the region.
  • Create and execute a business development strategy to build and maintain a robust pipeline of employer opportunities and decision-maker relationships.
  • Proactively generate meetings, cultivate referral sources, and identify new opportunities through networking, community engagement, existing client relationships, and internal partnerships.
  • Deliver financial education seminars, workshops, coaching sessions, and employee engagement events that drive participation and business adoption.
  • Lead decision-maker conversations and secure commitments that result in new employer partnerships and ongoing engagement.
  • Drive household growth, business adoption, customer primacy, and referral generation through disciplined execution and follow-up.
  • Operate independently with strong territory management, pipeline discipline, and a results-oriented mindset. Consistently demonstrate initiative, persistence, and personal ownership for outcomes.
  • Partner with Branch Managers, Relationship Bankers, Retail leadership, and specialty partners to maximize market impact and growth opportunities.
  • Coach and enable branch teams to increase referrals, financial education participation, and customer engagement.
  • Maintain pipeline activity, employer relationship plans, and results tracking within approved systems.
  • Perform other duties as assigned.

Basic Qualifications:

  • High School Diploma, GED or equivalent
  • 4 or more years of sales experience in retail banking, financial services or goal driven retail sales.

Preferred Qualifications:

  • Demonstrates acumen in banking, sales, investments, consumer lending, business banking, business lending, sales leadership, customer service, process management, coaching and colleague development and presentation skills.  
  • Strong relationship building skills.
  • Excellent verbal and written communication skills.  
  • Comfort with technology such as mobile services and online banking services.
  • Knowledge of consumer and business deposit products.
  • Ability to develop, influence, inspire and motivate colleagues to increase retention.
  • Proven business development and prospecting experience with demonstrated success sourcing new opportunities and growing relationships.
  • Self-starter with an entrepreneurial mindset and the ability to work independently in a large geographic territory.
  • Demonstrated ability to influence, network, and build relationships with senior decision-makers.
  • Proven ability to manage a pipeline, prioritize opportunities, and consistently deliver results.


    Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)

    Yes

    Workplace Type:

    Office

    Our Approach toOfficeWorkplace Type

    Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds:  in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.

    Huntington is an Equal Opportunity Employer.

    Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.

    Note to Agency Recruiters:  Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume.  All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

    by @maxrusakovic