Customer Experience Banker (Charlevoix, MI)

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

Serve as a Financial Concierge for walk-in customers, retaining and growing consumer and business relationships. You’ll provide exemplary customer service, accurately process transactions, and help customers understand and choose appropriate consumer deposit products and related banking services. Use a disciplined sales approach—outbound calling, follow-up, and referral sourcing—to identify financial goals, deepen partnerships, and refer customers to other bank areas while following all operational, security, risk, and regulatory policies.

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Huntington Bancshares
Huntington Bancshares
20 hours ago

Customer Experience Banker (Charlevoix, MI)

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Last checked: 20 hours agoStatus: Live

Job Summary

Serve as a Financial Concierge for walk-in customers, retaining and growing consumer and business relationships. You’ll provide exemplary customer service, accurately process transactions, and help customers understand and choose appropriate consumer deposit products and related banking services. Use a disciplined sales approach—outbound calling, follow-up, and referral sourcing—to identify financial goals, deepen partnerships, and refer customers to other bank areas while following all operational, security, risk, and regulatory policies.
Location: United States
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 help identify their financial goals and needs.
  • •Process customer transactions accurately and efficiently and balance daily.
  • •Grow customer relationships through a disciplined sales process, new customer follow-up, outbound calling, and referrals from customers and partners.
  • •Follow operational, security, risk, and regulatory policies while educating and referring customers to other bank areas to deepen relationships.

Key Requirements

  • •High School Diploma or GED and minimum of 1 year customer service or military service in an administration, contracting, civil affairs, or similar role, or a Bachelor's Degree.
  • •Proficiency in understanding and educating customers on consumer deposit products.
  • •Ability to process customer transactions accurately and efficiently and balance daily.
  • •Adherence to operational, security, risk, and regulatory policies and procedures.
  • •Cash handling skills and comfort with technology such as mobile and online banking services (preferred).
Experience:1+ yearsBankingFinancial servicesRetail sales
Education:Bachelor's
Skills:Customer serviceCommunicationRelationship managementPresentationSales
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