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Customer Experience Banker Resource

3 months ago

Racine, Wisconsin, United States Huntington Bank Full time

Description:

Summary:


Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals.

Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better.

As a full-time Branch Resource Team member, you will engage in proactive sales and customer service activities, including teller transactions.

Colleagues in the Branch Resource Team will travel between their assigned branches and the work location may change daily. Colleagues in the Branch Resource Team must have access to reliable transportation to facilitate working in multiple branches

You are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs and recommending appropriate deposit, loan and other banking products and services.

Serves in a concierge role by servicing walk-in customers. Processes customer transactions accurately and efficiently and balances daily while providing exemplary customer service. Effectively resolves customer issues.

Strong comfort level with technology and educates customers on how to optimize their use of bank technology (online, mobile, and ATM banking) so they can bank more conveniently and better manage their money.

Proficient in consumer deposit products and consumer lending.

Proactively identifies opportunities to grow customer relationships through a disciplined sales process, new customer follow-up program, outbound calling, and sourcing referrals from customers and partners.

Educates and refers customers to other areas of the bank to deepen relationships and build strong internal partnerships pursuant to OCR guidelines.

Adheres to all operational, security, risk and regulatory related policies and procedures.

Demonstrates acumen in sales, customer service, relationship management, banking, investments, consumer lending, business banking, business lending, communication and engage in proactive sales and customer service activities, including teller transactions.

You will be part of the Branch Resource Team and will support a defined group of branches in Huntington's Branch Network presentation.

A Customer Experience Banker is a Financial Concierge for our walk-in customers.

You are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs and recommending appropriate deposit, loan and other banking products and services.

You will process customer transactions accurately and efficiently in order to provide exemplary customer service while educating customers on bank products, services and technology.


Duties & Responsibilities:

  • Engage in proactive sales and customer service activities, including teller transactions. Responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs and recommending appropriate deposit, loan and other banking products and services. Serves in a concierge role by servicing walkin customers
  • Processes customer transactions accurately and efficiently and balances daily while providing exemplary customer service. Effectively resolves customer issues.

    Strong comfort level with technology and educates customers on how to optimize their use of bank technology (online, mobile, and ATM banking) so they can bank more conveniently and better manage their money.

  • Proficient in consumer deposit products and consumer lending. Proactively identifies opportunities to grow customer relationships through a disciplined sales process, new customer followup program, outbound calling, and sourcing referrals from customers and partners.

    Educates and refers customers to other areas of the bank to deepen relationships and build strong internal partnerships pursuant to OCR guidelines.

  • Adheres to all operational, security, risk and regulatory related policies and procedures.

    Demonstrates acumen in sales, customer service, relationship management, banking, investments, consumer lending, business banking, business lending, communication and engage in proactive sales and customer service activities, including teller transactions.

    You will be part of the Branch Resource Team and will support a defined group of branches in Huntington's Branch Network presentation.

  • Other duties as assigned.

Basic 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.

Preferred Qualifications:

  • 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.

Exempt Status:
(Yes = not eligible for overtime pay) (**No*