Customer Experience Banker responsible for client relationship management and service excellence in branch banking. Proactively identify financial needs and recommend banking products to enhance customer satisfaction.
Responsibilities
Providing excellent customer service and effectively resolving customer issues.
Being proficient in understanding and educating customers on consumer deposit products.
Proactively identifying opportunities to grow customer relationships through a disciplined sales process, new customer follow-up program, outbound calling, and sourcing referrals from customers and partners.
Educating and referring customers to other areas of the bank to deepen relationships and build a strong partnership.
Adhering to all operational, security, risk and regulatory policies and procedures.
Demonstrating acumen in sales, customer service, relationship management, banking, communication and presentation.
Requirements
High School Diploma or GED and minimum of 1 year customer service or military service in an administration, contracting, civil affairs, or similar role or a Bachelor's Degree.
1 year or more in customer service in banking, financial services or goal driven retail sales.
Cash handling skills.
Comfort with technology such as mobile services and online banking services.
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