Customer Experience Banker - Financial Concierge

Huntington National Bank

Cleveland Heights (OH)

On-site

USD 42,000 - 52,000

Full time

29 hours ago
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Job summary

Huntington National Bank is seeking a Customer Experience Banker Non NMLS to assist walk-in customers and play a financial concierge role in building consumer and business relationships. You will identify financial goals, recommend deposit and other banking services, process transactions accurately, and balance daily activity while delivering exemplary service.

The role emphasizes strong customer engagement, proactive referrals, and adherence to bank policies to protect both customers and the

Qualifications

  • High School Diploma or GED with 1 year customer service or related role (or a Bachelor's Degree).
  • At least 1 year in customer service in banking/financial services or goal-driven retail sales.
  • Cash handling skills.
  • Comfort with mobile and online banking.

Responsibilities

  • Providing excellent customer service and effectively resolving customer issues.
  • Being proficient in understanding and educating customers on consumer deposit products.
  • Proactively identifying opportunities to grow customer relationships through a disciplined sales process, new customer follow-up program, outbound calling, and sourcing referrals from customers and partners.
  • Educating and referring customers to other areas of the bank to deepen relationships and build a strong partnership.
  • Adhering to all operational, security, risk and regulatory policies and procedures.
  • Demonstrating acumen in sales, customer service, relationship management, banking, communication and presentation.
  • Other duties as assigned.

Skills

Customer service
Sales
Banking knowledge
Cash handling
Communication

Education

High School Diploma or GED

Tools

Mobile banking
Online banking

Job description

Huntington National Bank is seeking a Customer Experience Banker Non NMLS to assist walk-in customers and play a financial concierge role in building consumer and business relationships. You will identify financial goals, recommend deposit and other banking services, process transactions accurately, and balance daily activity while delivering exemplary service.

The role emphasizes strong customer engagement, proactive referrals, and adherence to bank policies to protect both customers and the

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Health insurance
Wellness program
Life and disability insurance
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