About the position

The Customer Experience Banker role is designed to provide exceptional service to customers in a branch banking environment. This position empowers employees to help customers achieve their financial goals while fostering a welcoming and inclusive atmosphere. As a Financial Concierge, the banker is responsible for building and maintaining customer relationships, processing transactions, and recommending appropriate banking products and services.

Responsibilities

  • 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.
  • Other duties as assigned.

Requirements

  • 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.

Nice-to-haves

  • 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.

Benefits

  • Full-time benefits available for part-time employees.
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