Customer Experience Banker - Wake Forest

Huntington Bancshares
United States
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementExperience: 1+ yearsSkills: ["Customer service","Relationship building","Sales mindset","Attention to detail","Compliance mindset"]

Serve as a Financial Concierge for walk-in customers, delivering exemplary service while accurately processing transactions and balancing daily. Proactively understand customer goals and needs, recommend deposit and other banking products, and grow relationships through follow-up, outbound calling, and referrals. Educate customers on consumer deposit products and connect them to other bank areas to deepen partnerships while adhering to operational, security, risk, and regulatory policies.

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Huntington Bancshares
Huntington Bancshares
4 hours ago

Customer Experience Banker - Wake Forest

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Source: Company careers pageValidated by: Fursa AI
Last checked: 4 hours agoStatus: Live

Job Summary

Serve as a Financial Concierge for walk-in customers, delivering exemplary service while accurately processing transactions and balancing daily. Proactively understand customer goals and needs, recommend deposit and other banking products, and grow relationships through follow-up, outbound calling, and referrals. Educate customers on consumer deposit products and connect them to other bank areas to deepen partnerships while adhering to 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.
  • •Understand and educate customers on consumer deposit products.
  • •Proactively identify opportunities to grow customer relationships through a disciplined sales process, follow-up, outbound calling, and referrals.
  • •Educate and refer customers to other bank areas to deepen relationships and build partnerships.
  • •Process transactions accurately and efficiently, balance daily, and adhere to operational, security, risk, and regulatory policies and procedures.

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 in customer service in banking, financial services, or goal-driven retail sales.
  • •Cash handling skills.
  • •Comfort with technology such as mobile services and online banking services.
Experience:1+ years
Skills:Customer serviceRelationship buildingSales mindsetAttention to detailCompliance mindset
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