Financial Relationship Banker - Lafayette, IN

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Last checked: 1 hour agoStatus: Live

Job Summary

Build and grow consumer and business customer relationships through proactive outreach, pre-set appointments, centers of influence, and a disciplined sales process. Provide excellent customer service while resolving issues and referring customers across the bank to deepen internal partnerships. Educate customers on optimizing online, mobile, and ATM banking, maintain product and policy knowledge, and follow operational, security, risk, and regulatory procedures.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Banking, Lending & Credit

Key Responsibilities

•Provide excellent customer service and resolve customer issues.
•Proactively grow customer relationships using pre-set appointments, centers of influence, disciplined sales process, follow-up programs, and referrals.
•Educate and refer customers to other areas of the bank to deepen relationships and build internal partnerships.
•Educate customers on how to optimize their use of bank technology (online, mobile, and ATM banking).
•Maintain knowledge of products, services, technology, and policies while adhering to operational, security, risk, and regulatory procedures.

Key Requirements

•High school diploma or GED and minimum 1 year of customer service and sales in banking, financial services, goal-driven retail sales, business-to-business sales, or military service in an administration/contracting/civil affairs or similar role.
•Preferred: bachelor’s degree and 1+ year in customer service and sales in banking/financial services, goal-driven retail sales, or business-to-business sales.
•Ability to build, deepen, and retain customer relationships.
•Demonstrates acumen in banking, sales, investments, consumer lending, business banking, business lending, customer service, and presentation skills.
•Excellent verbal and written communication skills with comfort using mobile and online banking technology.

Experience:1+ years

Education:High School

Skills:Customer serviceRelationship buildingCommunicationSales acumenPresentation skills

Tech Stack:Mobile bankingOnline bankingATM banking

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Huntington Bancshares

Industry: Banking

Website

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Huntington Bancshares

2 months ago

Financial Relationship Banker - Lafayette, IN

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 1 hour agoStatus: Live

Job Summary

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Banking, Lending & Credit

Key Responsibilities

•Provide excellent customer service and resolve customer issues.
•Proactively grow customer relationships using pre-set appointments, centers of influence, disciplined sales process, follow-up programs, and referrals.
•Educate and refer customers to other areas of the bank to deepen relationships and build internal partnerships.
•Educate customers on how to optimize their use of bank technology (online, mobile, and ATM banking).
•Maintain knowledge of products, services, technology, and policies while adhering to operational, security, risk, and regulatory procedures.

Key Requirements

•High school diploma or GED and minimum 1 year of customer service and sales in banking, financial services, goal-driven retail sales, business-to-business sales, or military service in an administration/contracting/civil affairs or similar role.
•Preferred: bachelor’s degree and 1+ year in customer service and sales in banking/financial services, goal-driven retail sales, or business-to-business sales.
•Ability to build, deepen, and retain customer relationships.
•Demonstrates acumen in banking, sales, investments, consumer lending, business banking, business lending, customer service, and presentation skills.
•Excellent verbal and written communication skills with comfort using mobile and online banking technology.

Experience:1+ years

Education:High School

Skills:Customer serviceRelationship buildingCommunicationSales acumenPresentation skills

Tech Stack:Mobile bankingOnline bankingATM banking

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Huntington Bancshares

Industry: Banking

Website