Customer Experience Banker - Milwaukee Northridge

Huntington - Milwaukee, WI

Full-time

Milwaukee, WI

Repair and Maintenance

About the position

The Customer Experience Banker role is designed to provide a welcoming and inclusive environment for customers, empowering them to achieve their financial goals. This position acts as a Financial Concierge, responsible for building and maintaining consumer and business customer relationships by identifying their financial needs and recommending suitable banking products and services. The role emphasizes exemplary customer service, transaction processing, and customer education on various banking offerings.

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.

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.