Customer Solutions Specialist

Aspen Tech Labs - Ephrata, PA

Full-time - Entry Level

Ephrata, PA

About the position

The Customer Solutions Specialist is responsible for providing exceptional sales and service experiences while prioritizing the financial well-being of customers. This role involves engaging in needs-based conversations, staying updated on products and services, and assisting with branch operations while ensuring compliance with policies and procedures. The specialist collaborates with financial partners to enhance customer experiences and supports the bank's mission and goals.

Responsibilities

• Expand and nurture the branch customer network through proactive sales and service initiatives.
• Enhance the customer experience by identifying solutions to improve and maintain their financial well-being.
• Collaborate with a team of financial partners to deliver a holistic approach to financial well-being.
• Focus on financial wellness discussions and problem-solving for future needs.
• Introduce and demonstrate technology as a solution to meet customer needs and convenience.
• Manage risk through adherence to all policies and procedures, demonstrating sound judgment within established limits.
• Participate in branch daily operations, ensuring they are completed efficiently and accurately.
• Maintain a solid understanding of product and procedural knowledge to identify and solve customer problems effectively.
• Demonstrate high proficiency in first contact resolution for issues with banking services and accounts.
• Open consumer and business accounts, perform account maintenance, and conduct routine transactions with high proficiency.
• Partner with the Community Banking Manager to execute on an aligned sales and customer experience strategy.
• Cultivate community relationships by participating in bank-sponsored events.
• Generate consumer loan applications and assist customers through the entire process as needed.
• Assess the risk in each transaction and seek assistance in identifying possible fraudulent transactions.
• Conduct routine transactions within established guidelines with accuracy.
• Assist the branch in maintaining cash levels and controls, as well as audit and compliance requirements.

Requirements

• High school degree or GED required; Associates degree preferred.
• 2-3 years of retail experience with demonstrated sales results preferred.
• Ability to demonstrate good judgment and sound decision-making.
• Maintain a high level of integrity.
• Excellent listening, verbal, and written communication skills.
• Detail-oriented, well-organized, and proficient in multitasking.
• Excellent relationship-building skills.
• Self-motivated team player.
• Successful completion of all required training.
• Professional appearance and manner.

Nice-to-haves

• Experience in financial services or banking industry.
• Familiarity with digital banking solutions and technology.

Benefits

• Health insurance coverage.
• 401k retirement savings plan.
• Paid holidays and vacation time.
• Professional development opportunities.