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Remote Relationship Banker Jobs in Indiana (NOW HIRING)

CRE Portfolio Manager II or III

Fishers, IN · On-site +1

$61K - $110K/yr

Liaison between Commercial Banking Relationship Managers, Credit Risk, the Underwriting Team and ... optional remote day. The pay range for this position is generally $61,500 - $110,000 annually.

Portfolio Manager II or III

Fishers, IN · On-site +1

$61K - $110K/yr

Liaison between Commercial Banking Relationship Managers, Credit Risk, the Underwriting Team and ... optional remote day. The pay range for this position is generally $61,500 - $110,000 annually.

Chief Financial Officer

Indianapolis, IN · On-site +1

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

This role is remote or hybrid. Responsibilities * Serve as a key strategic partner to the CEO and ... Oversee relationships with external accounting, tax, and advisory firms. * Manage routine tax ...

Chief Financial Officer

Indianapolis, IN · On-site +1

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

This role is remote or hybrid. Responsibilities * Serve as a key strategic partner to the executive ... Oversee relationships with external accounting, tax, and advisory firms. * Manage routine tax ...

Collateral Analyst Sr

Indianapolis, IN · On-site +1

$27.40 - $54.33/hr

  • Medical

  • Life

  • Retirement

  • PTO

The Collateral Analyst Sr handles complex customer relationships including but not limited to co ... Acts as a liaison between Borrower and Huntington Bank Business Credit personnel when necessary.

Account Executive

Indianapolis, IN · On-site +1

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Account Executive RTM Business Group Remote in CA, FL, TX, PA, GA, OH, IN, SC, MA Full-time 51-200 ... Banking sectors. We partner with Fortune 1000 companies, catering specifically to the C-suite ...

Manage and foster existing client tax relationships through client deliverables and a hands-on ... Previous banking experience required * Bachelor's degree in Accounting required * CPA license or EA ...

Senior Tax Advisor

Indianapolis, IN · On-site +1

$100K - $150K/yr

  • Medical

  • Dental

  • Life

  • Retirement

  • PTO

... bankers when needed. * Stay current on tax law changes and proactively communicate relevant ... Direct ownership of client relationships and planning conversations. * Flexible remote or hybrid ...

Responsible for maintaining client relationships. * Advises customers on the completion of loan ... One or more years of mortgage loan origination experience, preferably at a bank * NMLS license ...

Showing results 21-40

Remote Relationship Banker information

How does a remote relationship banker build and maintain strong client relationships without in-person interactions?

Remote Relationship Bankers use a variety of digital communication tools—such as secure messaging, video calls, and phone consultations—to connect with clients. Building trust remotely requires proactive outreach, regular check-ins, and personalized financial advice tailored to each client's needs. Success in this role often depends on strong listening skills, timely responses, and the ability to resolve issues efficiently, all while ensuring clients feel supported and valued despite the absence of face-to-face meetings.

What is a remote relationship banker?

A Remote Relationship Banker is a financial professional who provides banking services and advice to clients through digital channels such as phone, video calls, email, or chat, instead of traditional in-person meetings at a branch. They help clients manage accounts, offer guidance on banking products, resolve issues, and assist with financial planning remotely. This role requires strong communication skills, a good understanding of banking products, and the ability to build relationships with clients virtually. The remote aspect allows customers to receive personalized banking support from anywhere, making banking more convenient and accessible.

What are the key skills and qualifications needed to thrive as a remote relationship banker?

To thrive as a Remote Relationship Banker, you need a solid understanding of banking products, financial regulations, and customer service, often supported by a bachelor's degree in finance or a related field. Familiarity with CRM software, virtual communication platforms, and banking systems is typically required, and certifications like Series 6 or 63 can be advantageous. Strong interpersonal skills, active listening, and problem-solving abilities help build trust and rapport with clients remotely. These skills and qualifications are crucial for effectively managing client relationships, ensuring compliance, and delivering high-quality financial solutions in a remote environment.

What is the difference between Remote Relationship Banker vs Remote Customer Service Representative?

AspectRemote Relationship BankerRemote Customer Service Representative
CredentialsFinancial certifications (e.g., Series 6, 7), banking experienceCustomer service skills, sometimes basic financial knowledge
Work EnvironmentBanking or financial institution's remote setupCall centers, client support platforms
Employer & IndustryBanks, credit unions, financial servicesRetail, telecom, service industries
Search & Comparison IntentFinancial advisory, banking rolesCustomer support, service jobs

Remote Relationship Bankers focus on managing client accounts, providing financial advice, and cross-selling banking products, often requiring financial certifications. Remote Customer Service Representatives handle general customer inquiries, troubleshooting, and support, usually with less specialized credentials. While both roles are remote and involve client interaction, the Relationship Banker role is more finance-specific, whereas Customer Service Representatives serve broader industries.

What are the most commonly searched types of Relationship Banker jobs in Indiana?

The most popular types of Relationship Banker jobs in Indiana are:

What are popular job titles related to Remote Relationship Banker jobs in Indiana?

For Remote Relationship Banker jobs in Indiana, the most frequently searched job titles are:

What job categories do people searching Remote Relationship Banker jobs in Indiana look for?

The top searched job categories for Remote Relationship Banker jobs in Indiana are:

What cities in Indiana are hiring for Remote Relationship Banker jobs?

Cities in Indiana with the most Remote Relationship Banker job openings:

Treasury Mgmt Service Specialist II

Huntington

Indianapolis, IN • Remote

Full-time

Re-posted 18 hours ago


Job description

Description

Job Summary

The Treasury Management Service Specialist II delivers high-touch onboarding, implementation, maintenance, and advanced service support for Business Banking and Commercial clients with complex treasury needs. This role includes responsibility for managing multientity implementations, resolving escalations, mentoring junior specialists, and partnering closely with Relationship Managers and Treasury Sales. The TM Service Specialist II builds depth across the core treasury product suite.

Key Responsibilities

Client Onboarding & Implementation Leadership

  • Manage endtoend onboarding, implementation, and product maintenance for Business Banking and Commercial clients, including planning, quality review, testing, and golive readiness.
  • Serve as onboarding coordinator and project manager for implementations supporting multientity structures, centralized treasury models, and specialty industry requirements.
  • Review and validate entitlement structures, user roles, dual controls, ACH and wire limits, and approval workflows in alignment with client operating needs and bank policy.
  • Review and validate treasury management agreements and internal onboarding forms to ensure accuracy, completeness, and compliance with policy & procedure and regulatory requirements.
  • Coordinate implementation activities, including but not limited to ACH files (CSV and NACHA formats), Positive Pay, BAI reporting, standing transfer orders, and Transmissions
  • Support specialized onboarding processes that may span extended timelines due to approvals, diligence, and system integrations.
  • Coordinate testing and cutover for ACH, wires, Remote Deposit Capture (RDC), Positive Pay, and reporting services.
  • Conduct postimplementation reviews to ensure stability and proper usage.
  • May support checking and savings account opening activities, including identity verification, documentation review, and account setup in compliance with KYC//KYA/AML-BSA requirements. Ensure accurate data management, effective communication with clients and internal partners, and efficient onboarding that balances risk controls with a positive client experience.

Product & Service Support

  • Provide advanced product and service support for treasury management solutions.
  • Act as a subject matter expert for treasury products and workflows supporting enterpriselevel and specialty business models, including centralized cash management, payment controls, reporting, and liquidity support.
  • Serve as escalation point for complex onboarding and servicing issues.
  • Troubleshoot payment exceptions, file errors, entitlement issues, and Positive Pay decisioning; identify root causes and implement durable solutions.
  • Partner with internal teams (Relationship Management, Sales, Operations, Technology, Risk, Legal, and Product) to deliver coordinated, endtoend solutions and resolve escalated issues.
  • Support the full product lifecycle from implementation through service activation, and stabilization.
  • Provide clear, timely, and effective verbal and written communication, ensuring productive engagement with sophisticated clients, crossfunctional partners, and key external stakeholders.
  • Proactively resolve customer issues while building and maintaining positive client relationships.

Risk Management & Compliance

  • Ensure adherence to all bank policies, procedures, and applicable banking laws and regulations related to treasury management services.
  • Enforce strong controls around entitlements, segregation of duties, dual approvals, fraudprevention tools, and documentation standards.
  • Identify, assess, and escalate operational or client risk issues in accordance with policy.
  • Ensure implementations and service activities are auditready and properly documented.
  • Maintain a high standard of integrity, discretion, and confidentiality when handling sensitive client and bank information.

Process Improvement & Collaboration

  • Identify opportunities to improve onboarding workflows, reduce manual processes, and enhance accuracy and efficiency within Business Banking and Commercial implementations.
  • Support sequencing of additional treasury services as clients grow or complexity increases.
  • Partner with Relationship Managers, Treasury Sales, Operations, Risk, and Product teams to deliver coordinated solutions and manage client expectations.
  • Participate in crossfunctional meetings and initiatives aimed at strengthening product capabilities, closing operational gaps, and improving client experience.

Leadership & Development

  • Serve as a mentor and resource for less experienced Treasury Management Service Specialists, sharing product knowledge and best practices.
  • Demonstrate a collaborative, servicefocused approach that supports a highperformance team environment.

Required Qualifications

  • Bachelor's degree in business, finance, or a related field
  • 3+ years of experience in treasury management, banking operations, or a related client implementation or service role.
  • 3+ years experience with core treasury products and services, including payments, receivables, electronic banking, and depository solutions.
  • 3+ years experience leading implementations, resolving escalations, and working directly with clients and senior internal partners.
  • 3+ years experience managing multiple complex onboarding projects and extended timelines.
  • 3+ years project management and analytical experience
  • 3+ years experience with Microsoft Office applications (Excel, Word, PowerPoint, Outlook).

Preferred Qualifications

  • Superior client service skills/attitude.
  • General working knowledge of all applicable banking laws and regulations.
  • Strong oral presentation skills in speaking with clients, both in person and over the phone.
  • Strong change management skills and ability to work at a consistently changing pace.
  • Strong organizational skills to include effective time management in all key responsibilities of job.
  • Strong analytical, problem solving, and decision-making skills.
  • A selfmotivated, resultsoriented professional with the ability to manage multiple priorities and interruptions in fastpaced, highperformance environments while consistently meeting deadlines.
  • Demonstrated ability to influence and establish positive working relationships across the organization required.
  • Experience supporting both Business Banking and Commercial Banking client portfolios.
  • Familiarity with NACHA rules, entitlement best practices, and fraudprevention frameworks.
  • Experience with advanced treasury services (e.g., lockbox, integrated payables).
  • Account analysis experience and understanding of analyzed and hybrid account structures.
  • Experience with treasury and banking platforms supporting ACH, wires, Positive Pay, remote deposit, BAI reporting, and online banking portals.
  • Demonstrated ability to collaborate across functions and contribute to process improvement initiatives in a fastgrowing specialty business.


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

No

Workplace Type:

Office

Our Approach to Office Workplace 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 will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.

Huntington is an Equal Opportunity Employer.

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

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