Customer Experience Banker
United States
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementExperience: 1+ yearsEducation: bachelorsSkills: ["Customer service","Relationship management","Communication","Presentation","Sales","Problem-solving"]Serve as a Financial Concierge for walk-in customers, helping retain and grow consumer and business relationships. Proactively identify customer financial goals, recommend deposit, loan, and other banking products, and accurately process transactions while providing exemplary service. Educate customers on banking services and technology, resolve issues, and follow a disciplined sales and referral process to expand relationships, while complying with operational, security, risk, and regulatory policies.
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