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HFA Regional Sales Coordinator

Company: The Huntington National Bank
Location: Charleston
Posted on: June 23, 2022

Job Description:

DescriptionHFA Regional Sales Coordinator:This position has the flexibility to sit within the current Huntington footprint (IN,MI, KY, IL, OH, PA, WV).The Regional Sales Coordinator, as part of Huntington Financial Advisors (HFA), is a key role in providing support in coaching and training of Investment Licensed Branch Colleagues. High delivery of training, coaching and mentoring performed both virtually and In-Person where results can measure in customer satisfaction and retention while licensed colleague is able to increase overall performance in their role. Responsibilities will also include involvement in designing, planning and execution of training curriculum, skill builds and workshops as needed.The selected professional will be responsible for (but not limited to):

  • Regularly schedules and delivers training and workshops and/or skill builds on a variety of topics which may be: financial industry specific topics, investment conversations, services available within HFA, partnering with a variety of colleagues within the bank to meet customer needs in a relationship-based environment, etc.
  • Develop and maintain training materials to be utilized with Licensed Bankers and HFA Colleagues in a thoughtful and prescribed way to meet the Bank and HFAs overall objectives and customer's needs.
  • Proactively communicate and attend meetings with key leadership on a variety of topics related to Licensed Bankers, including but not limited to: Recognition, Cohort Progress and management, Upcoming Training sessions, productivity levels not being met along with development of SMART plan, Cohort nomination and selection, etc.
  • Manage training calendar and facilitate a variety of training for Newly hired HFA colleagues.
  • Partners with key leadership to identify and analyze areas of opportunity for LB placement, meeting of regional goals and expectations, job family evolution and ability to promote within CBB or HFA and continuous outreach and development of LBs needing one on one coaching.
  • Serve as Subject Matter Expert (SME) in supporting sales process designed by Retail while providing best practice techniques as outlined in the HFA Source Model and Written Supervisory Procedures (WSP).
  • Recognize colleagues for their contributions by utilizing bank's approved recognition program
  • Maintains a good working relationship with HFA, CBB and Bank colleagues
  • Ability to travel within respective regions, if neededBasic Qualifications:
    • Bachelor's Degree
    • Active Life and Health Insurance License, SIE, Series 7, and 24 (or to obtain the S24 within 120 days of hire)
    • At least 3 years in financial services in a sales, training and/or support role capacityPreferred Qualifications:
      • Highly motivated to work as a team player to contribute to the success of the team and organization
      • Excellent verbal and written communication skills
      • Demonstrates the ability to work independently
      • Performs other duties as assigned#Ll-RemoteWorkplace Type:RemoteEEO/AA Employer/Minority/Female/Disability/Veteran/Sexual Orientation/Gender IdentityTobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.Agency Statement: Huntington does not accept solicitation from Third Party Recruiters for any position

Keywords: The Huntington National Bank, Charleston , HFA Regional Sales Coordinator, Sales , Charleston, West Virginia

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