Customer Experience Banker - Park Ridge

Unclassified - Park Ridge, IL

Full-time

Park Ridge, IL

About the position

The Customer Experience Banker serves as a concierge for walk-in customers, focusing on retaining and growing consumer and business relationships. This role involves identifying financial goals, recommending appropriate banking products, processing transactions, and providing exemplary customer service.

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.

Requirements

• 1 year customer service in banking, financial services or goal driven retail sales, which can include military service in an administration, contracting, civil affairs, or similar role.
• High School Diploma or Bachelor's Degree.

Nice-to-haves

• Bachelor's Degree
• Cash handling skills preferred but not required
• Comfort with technology such as mobile services and online banking services is a plus.