Customer Experience Banker (Beaverton, MI)
United States
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementExperience: 1+ yearsSkills: ["Customer service","Sales","Relationship management","Communication","Presentation","Problem-solving","Attention to detail","Compliance"]Serve as a Financial Concierge for walk-in customers, helping retain and grow both consumer and business relationships. Proactively identify customer financial goals, recommend appropriate deposit and banking products and services, and process transactions accurately while balancing daily. Use a disciplined sales approach—including follow-ups, outbound calling, and partner referrals—to deepen relationships, educate customers on deposit products, and refer them to other bank areas. Follow operational, security, risk, and regulatory policies.
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