Customer Experience Banker - Beverly Hills

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

Serve as a Financial Concierge for walk-in customers, building and growing consumer and business relationships. You’ll provide exemplary customer service, accurately process transactions, and balance daily while proactively identifying customer goals. Use a disciplined sales approach—new customer follow-up, outbound calling, and referrals—to recommend appropriate deposit products and services, and partner with other bank areas to deepen relationships while following all security, risk, and regulatory policies.

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Huntington Bancshares
Huntington Bancshares
17 hours ago

Customer Experience Banker - Beverly Hills

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Source: Company careers pageValidated by: Fursa AI
Last checked: 17 hours agoStatus: Live

Job Summary

Serve as a Financial Concierge for walk-in customers, building and growing consumer and business relationships. You’ll provide exemplary customer service, accurately process transactions, and balance daily while proactively identifying customer goals. Use a disciplined sales approach—new customer follow-up, outbound calling, and referrals—to recommend appropriate deposit products and services, and partner with other bank areas to deepen relationships while following all 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, new customer follow-up, outbound calling, and referrals.
  • •Educate and refer customers to other areas of the bank to deepen relationships and build partnerships.
  • •Adhere to operational, security, risk, and regulatory policies and procedures while balancing daily transactions.

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.
  • •1 year or more 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+ yearsBankingFinancial services
Education:High School
Skills:Customer serviceSalesRelationship 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