Financial Concierge: Grow Customer Relationships

Huntington; Lakeville (MN); On-site; USD 36,000 - 48,000; Full time

Job summary

Huntington's Lakeville, MN branch is seeking a Customer Experience Banker to act as a financial concierge for walk-in customers. You will help customers achieve their financial goals by identifying needs and recommending deposit, loan, and other banking products while delivering accurate, friendly service.

The role involves educating customers on bank products and technology, growing relationships through a disciplined sales process, outbound calls, referrals, and collaborating with partners

Qualifications

• High School Diploma or GED and minimum of 1 year customer service or related experience, or a Bachelor's Degree.
• Background check requirements including fingerprints per NMLS regulations.

Responsibilities

• Provide excellent customer service and resolve issues.
• Educate customers on consumer deposit products and consumer lending.
• Grow customer relationships through a disciplined sales process and outbound outreach.
• Refer customers to other bank areas to deepen relationships and ensure service quality.

Skills

Customer service

Sales

Relationship management

Communication

Presentations

Education

High School Diploma or GED

Bachelor's Degree

Job description

Huntington's Lakeville, MN branch is seeking a Customer Experience Banker to act as a financial concierge for walk-in customers. You will help customers achieve their financial goals by identifying needs and recommending deposit, loan, and other banking products while delivering accurate, friendly service.

The role involves educating customers on bank products and technology, growing relationships through a disciplined sales process, outbound calls, referrals, and collaborating with partners