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Company Contact Info
47152 Michigan Avenue
Canton, MI 48188
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Huntington National Bank • Canton, MI
Posted 26 days ago
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Responsible for personal production goals and customer service objectives for all assigned branches. Works closely with all branch staff (licensed and non-licensed) to help identify investment and / or insurance opportunities to help customers with their long-term goals.
- Coach bankers as needed to better profile customers in order to identify needs and provide appropriate solutions.
- Provide ongoing coaching, product / sales training and sales support to assigned branches in order to deliver a great customer experience to all customers and prospective customers.
- Responsible for partnering with different lines of business (Mortgage, Business Banking, Private Bank, etc) to provide clients with best solutions for all their needs.
- Provides investment / insurance products and services to customers based on comprehensive financial planning approach that incorporates all assets, goals, time horizon and risk tolerances.
- Bachelor's Degree
- Minimum of 1 year of investment sales experience
- Series 7, 63, 65/66 and Life and Health Licenses