Customer Experience Banker - Dallas , TX (Westchester)

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

Serve as a financial concierge for walk-in customers, helping retain and grow consumer and business relationships. Identify customers’ goals and needs, recommend appropriate deposit and other banking products, and process transactions accurately while balancing daily. Provide excellent customer service, educate customers on consumer deposit products, and use a disciplined sales and follow-up approach, including outbound calling and referrals. Adhere to operational, security, risk, and regulatory policies.

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Huntington Bancshares
Huntington Bancshares
2 months ago

Customer Experience Banker - Dallas , TX (Westchester)

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Last checked: 4 hours agoStatus: Live

Job Summary

Serve as a financial concierge for walk-in customers, helping retain and grow consumer and business relationships. Identify customers’ goals and needs, recommend appropriate deposit and other banking products, and process transactions accurately while balancing daily. Provide excellent customer service, educate customers on consumer deposit products, and use a disciplined sales and follow-up approach, including outbound calling and referrals. Adhere to operational, security, risk, and regulatory policies.
Location: Dallas
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.
  • •Educate customers on consumer deposit products and support informed decisions.
  • •Identify opportunities to grow customer relationships via 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.

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 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
Skills:Customer serviceRelationship managementCommunicationPresentationSales
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