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H
Huntington
Customer Experience Banker - Dover, OH
Career Insights for Personal Banker
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Scorecard
Based on Ohio data
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What they do
A Personal Banker works for a bank to sell bank services to individual clients. Promotes different account options, loans or other services to customers that have assets or deposits in that bank.
$72,049 / year median in Ohio
-0% projected decline
Job Description
Description Summary:
Serves in a concierge role by servicing walk-in customers. Responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs, recommending appropriate deposit, and other banking products and services. Processes customer transactions accurately and efficiently and balances daily while providing exemplary customer service.Your responsibilities include:
Providing excellent customer service and effectively resolving customer issues. Being proficient in understanding and educating customers on consumer deposit products. 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, communication and presentation.Required Qualifications:
- 1 year customer service in banking, financial services or goal driven retail sales. Can include military service in an administration, contracting, civil affairs, or similar role
- High School Diploma OR