Financial Concierge & Relationship Builder

Huntington; Monticello (MN); Hybrid; USD 42,000 - 54,000; Full time

Job summary

Huntington is seeking a Customer Experience Banker to serve walk-in customers as a Financial Concierge, helping them achieve their financial goals.

You will retain and grow consumer and business relationships by identifying goals, recommending deposits and loans, and educating customers about bank products and technology. This role emphasizes service, accuracy, and a disciplined sales approach.

Qualifications

• High School Diploma or GED required with 1+ year of customer service or military service, or a Bachelor's Degree.
• Preferred experience in banking, financial services, or consumer sales.
• Cash handling skills and comfort with technology like mobile and online banking.

Responsibilities

• Provide excellent customer service and resolve issues.
• Educate customers on deposit products and lending options.
• Proactively identify opportunities to grow relationships through a structured sales process, follow-up, and referrals.
• Educate and refer customers to other bank areas to deepen relationships.
• Adhere to all operational, security, risk, and regulatory policies.
• Demonstrate strong communication and presentation skills; perform other duties as assigned.

Skills

Customer service

Sales skills

Communication

Problem solving

Education

High School Diploma or GED

Bachelor's Degree

Tools

Online banking

Mobile banking

Job description

Huntington is seeking a Customer Experience Banker to serve walk-in customers as a Financial Concierge, helping them achieve their financial goals.

You will retain and grow consumer and business relationships by identifying goals, recommending deposits and loans, and educating customers about bank products and technology. This role emphasizes service, accuracy, and a disciplined sales approach.