Customer Experience Banker - Pelican Bay FL

Huntington Bancshares
Naples
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementExperience: 1+ yearsEducation: high_schoolSkills: ["Customer service","Sales","Relationship management","Communication","Presentation"]

Serve as a financial concierge for walk-in customers in a branch setting—building and retaining consumer and business relationships. Identify customer goals and needs, recommend deposit and other banking products, and process transactions accurately while balancing daily. Drive relationship growth through disciplined follow-up, outbound outreach, and referrals, and educate customers on consumer deposit offerings while ensuring compliance with operational, security, risk, and regulatory policies.

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Huntington Bancshares
Huntington Bancshares
4 days ago

Customer Experience Banker - Pelican Bay FL

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Source: Company careers pageValidated by: Fursa AI
Last checked: 12 hours agoStatus: Live

Job Summary

Serve as a financial concierge for walk-in customers in a branch setting—building and retaining consumer and business relationships. Identify customer goals and needs, recommend deposit and other banking products, and process transactions accurately while balancing daily. Drive relationship growth through disciplined follow-up, outbound outreach, and referrals, and educate customers on consumer deposit offerings while ensuring compliance with operational, security, risk, and regulatory policies.
Location: Naples
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Entry level

Key Responsibilities

  • •Provide excellent customer service and resolve customer issues effectively.
  • •Educate customers on consumer deposit products and communicate financial goals and needs.
  • •Identify opportunities to grow relationships using a disciplined sales process, follow-up, outbound calling, and referrals.
  • •Educate and refer customers to other bank areas to deepen relationships.
  • •Adhere to operational, security, risk, and regulatory policies and procedures; process transactions accurately and balance daily.

Key Requirements

  • •High School Diploma or GED with at least 1 year of customer service or military service in an administration, contracting, civil affairs, or similar role, or a Bachelor’s Degree.
  • •1+ year of customer service in banking, financial services, or goal-driven retail sales (preferred).
  • •Cash handling skills (preferred).
  • •Comfort with technology such as mobile services and online banking services (preferred).
Experience:1+ yearsBankingFinancial servicesRetail sales
Education:High School
Skills:Customer serviceSalesRelationship managementCommunicationPresentation
Tech Stack:Mobile servicesOnline banking services

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Huntington Bancshares
Regional bank holding company providing commercial and consumer banking, payments, wealth management, and lending services across the Midwestern and select other U.S. markets. It serves individuals, small businesses, and corporate clients through branches and digital channels.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Columbus, United States
Founded: 1866
WebsiteLinkedIn