Customer Experience Banker - Pelican Bay FL
Naples
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementExperience: 1+ yearsEducation: high_schoolSkills: ["Customer service","Sales","Relationship management","Communication","Presentation"]Serve as a financial concierge for walk-in customers in a branch setting—building and retaining consumer and business relationships. Identify customer goals and needs, recommend deposit and other banking products, and process transactions accurately while balancing daily. Drive relationship growth through disciplined follow-up, outbound outreach, and referrals, and educate customers on consumer deposit offerings while ensuring compliance with operational, security, risk, and regulatory policies.
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