Financial Concierge & Relationship Builder

0101 The Huntington National Bank; United States; On-site; USD 30,000 - 38,000; Full time

Benefits offered by this job

Health insurance coverage

Wellness program

Life and disability insurance

Retirement savings plan

Paid leave programs

Paid holidays

PTO

Job summary

Huntington National Bank is seeking a Customer Experience Banker to serve walk‑in customers as a Financial Concierge. You will help clients reach their financial goals by recommending deposits, loans and other banking services, while processing transactions accurately for superior service.

The role emphasizes proactive relationship growth, education on bank products, and adherence to policies. Strong communication, sales aptitude and comfort with digital banking are valued.

Qualifications

• High School Diploma or GED and minimum of 1 year customer service or military service in an administration, contracting, civil affairs, or similar role or a Bachelor's Degree.
• 1 year or more in customer service in banking, financial services or goal driven retail sales.
• Cash handling skills.
• Comfort with technology such as mobile services and online banking services.

Responsibilities

• Providing excellent customer service and effectively resolving customer issues.
• Being proficient in understanding and educating customers on consumer deposit products and consumer lending.
• 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, consumer lending, business banking, business lending, communication and presentation.
• Other duties as assigned.

Skills

Customer service

Sales

Banking products

Tech savvy

Communication

Education

High school diploma or GED

Bachelor's degree

Tools

Core banking system

Online banking tools

Job description

Huntington National Bank is seeking a Customer Experience Banker to serve walk‑in customers as a Financial Concierge. You will help clients reach their financial goals by recommending deposits, loans and other banking services, while processing transactions accurately for superior service.

The role emphasizes proactive relationship growth, education on bank products, and adherence to policies. Strong communication, sales aptitude and comfort with digital banking are valued.