Customer Experience Banker - Canal Winchester
United States
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementExperience: 1+ yearsEducation: high_schoolSkills: ["Customer service","Problem-solving","Relationship management","Sales acumen","Communication","Presentation"]Serve as a Financial Concierge for walk-in customers, delivering excellent customer service while accurately processing transactions and balancing daily. Build and grow consumer and business relationships by identifying financial goals, educating customers on deposit products, and driving disciplined outreach through follow-ups, outbound calling, and referral sourcing. Refer customers to other bank areas to deepen relationships, while adhering to operational, security, risk, and regulatory policies.
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