Customer Experience Banker - Broadview Hts, OH

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

Serve as a Financial Concierge for walk-in customers in a branch setting, proactively identifying financial goals and needs and recommending suitable deposit and banking products. Accurately process transactions, balance daily, and resolve customer issues while delivering exemplary service. Drive relationship growth through a disciplined sales process, follow-up, outbound calling, and referrals, and deepen partnerships by educating customers on next-step banking resources. Follow all operational, security, risk, and regulatory policies.

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Huntington Bancshares
Huntington Bancshares
5 days ago

Customer Experience Banker - Broadview Hts, OH

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Source: Company careers pageValidated by: Fursa AI
Last checked: 2 hours agoStatus: Live
Reposted: similar role first listed 2 months ago

Job Summary

Serve as a Financial Concierge for walk-in customers in a branch setting, proactively identifying financial goals and needs and recommending suitable deposit and banking products. Accurately process transactions, balance daily, and resolve customer issues while delivering exemplary service. Drive relationship growth through a disciplined sales process, follow-up, outbound calling, and referrals, and deepen partnerships by educating customers on next-step banking resources. Follow all operational, security, risk, and regulatory policies.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Provide excellent customer service and effectively resolve customer issues.
  • •Understand and educate customers on consumer deposit products.
  • •Proactively identify opportunities to grow customer relationships through a disciplined sales process, new customer follow-up, outbound calling, and referrals.
  • •Educate and refer customers to other bank areas to deepen relationships and build partnerships.
  • •Adhere to operational, security, risk, and regulatory policies and procedures while processing transactions accurately and efficiently and balancing daily.

Key Requirements

  • •High school diploma or GED and 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.
  • •Comfort with technology such as mobile services and online banking services.
  • •Ability to provide excellent customer service and resolve customer issues while following operational, security, risk, and regulatory policies.
Experience:1+ yearsBankingFinancial servicesRetail salesCustomer service
Education:High School
Skills:Customer serviceSales acumenRelationship managementCommunicationPresentation
Tech Stack:Mobile servicesOnline banking

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