Financial Concierge: Customer Experience Banker

Huntington National Bank; Loveland (OH); Sur place; USD 38 000 - 52 000; Plein temps

Résumé du poste

Huntington National Bank is seeking a Customer Experience Banker Non NMLS to serve walk-in customers as a Financial Concierge, helping identify financial goals and recommending appropriate deposit products while processing transactions accurately. The role emphasizes building consumer and business relationships through proactive service.

Responsibilities include educating customers on banking services, growing relationships via a disciplined sales process and referrals, and adhering to all

Qualifications

• Minimum 1 year of customer service experience or military service, or a Bachelor's degree.
• Banking product knowledge or experience is preferred.

Responsabilités

• 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.

Connaissances

Customer service

Sales skills

Communication

Teamwork

Formation

High School Diploma or GED

Bachelor's Degree

Description du poste

Huntington National Bank is seeking a Customer Experience Banker Non NMLS to serve walk-in customers as a Financial Concierge, helping identify financial goals and recommending appropriate deposit products while processing transactions accurately. The role emphasizes building consumer and business relationships through proactive service.

Responsibilities include educating customers on banking services, growing relationships via a disciplined sales process and referrals, and adhering to all