Financial Concierge & Relationship Builder

The Huntington National Bank; United States; On-site; USD 38,000 - 60,000; Full time

Job summary

Huntington National Bank is seeking a Customer Experience Banker to serve walk-in customers as a Financial Concierge. You will help clients achieve financial goals by recommending deposit, loan and other banking products and services.

You will process transactions accurately, educate customers on bank products and technology, and proactively identify opportunities to deepen relationships through a disciplined sales process and referrals.

Qualifications

• High School Diploma or GED and minimum 1 year customer service or related role.
• Licenses: background check and fingerprints as required by NMLS regulations.
• Familiarity with banking products and regulatory requirements.

Responsibilities

• Providing excellent customer service and effectively resolving customer issues.
• Understanding and educating customers on consumer deposit products and consumer lending.
• Proactively identifying opportunities to grow customer relationships through a disciplined sales process and referrals.
• Educating and referring customers to other areas of the bank to deepen relationships.
• Adhering to all operational, security, risk and regulatory policies and procedures.

Skills

Customer service

Sales

Relationship building

Financial knowledge

Education

High School Diploma or GED

Bachelor's Degree (optional)

Job description

Huntington National Bank is seeking a Customer Experience Banker to serve walk-in customers as a Financial Concierge. You will help clients achieve financial goals by recommending deposit, loan and other banking products and services.

You will process transactions accurately, educate customers on bank products and technology, and proactively identify opportunities to deepen relationships through a disciplined sales process and referrals.