Customer Experience Banker - Kalida, OH

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

Serve as a Financial Concierge for walk-in customers, proactively identifying financial goals and recommending deposit and other banking products. Provide accurate, efficient transaction processing while balancing daily activities. Grow and retain consumer and business relationships through disciplined follow-up, outbound calling, and referral sourcing, and educate customers on consumer deposit offerings. Ensure compliance with operational, security, risk, and regulatory policies while partnering with other bank areas to deepen relationships.

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Huntington Bancshares
Huntington Bancshares
2 days ago

Customer Experience Banker - Kalida, OH

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Last checked: 1 hour agoStatus: Live

Job Summary

Serve as a Financial Concierge for walk-in customers, proactively identifying financial goals and recommending deposit and other banking products. Provide accurate, efficient transaction processing while balancing daily activities. Grow and retain consumer and business relationships through disciplined follow-up, outbound calling, and referral sourcing, and educate customers on consumer deposit offerings. Ensure compliance with operational, security, risk, and regulatory policies while partnering with other bank areas to deepen relationships.
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 support their financial decisions.
  • •Proactively grow customer relationships using a disciplined sales process, follow-up program, outbound calling, and referral sourcing.
  • •Educate and refer customers to other bank areas to deepen relationships and build partnerships.
  • •Follow operational, security, risk, and regulatory policies while processing transactions accurately and balancing 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.
  • •Minimum 1 year of customer service or military service experience in an administration/related capacity.
  • •Proficiency in customer service and issue resolution.
  • •Ability to understand and educate customers on consumer deposit products.
  • •Demonstrated communication and presentation skills in a customer-facing environment.
Experience:1+ yearsBankingFinancial services
Education:High School
Skills:Customer serviceRelationship managementCommunicationPresentationProblem-solving
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