Area Customer Experience Specialist - Fulshear, TX
About The Position
As an Area Customer Experience Specialist (ACES), you provide a best-in-class experience to customers and colleagues by supporting branches across a region as needed. You travel between local branches, which may change daily, and adapt to working in different locations. Dependability and access to reliable transportation are essential. ACES serve as culture carriers and provide support to branch colleagues, while a centralized leadership team offers coaching and skill development. The role is a financial concierge for walk-in customers. It involves retaining and growing consumer and business relationships by identifying financial goals and needs and recommending appropriate deposit, loan, and other banking products and services. You process transactions accurately and efficiently, educate customers about bank products, services, and technology, and support colleagues in delivering consistent customer experiences.
Requirements
- High school diploma or GED.
- At least 1 year of customer service and branch banking experience.
- Reliable transportation to travel between branch locations.
- Currently authorized to work in the United States on a full-time basis.
Nice To Haves
- Bachelor’s degree.
- Cash-handling experience.
- Career-minded individuals interested in gaining experience and building a career.
- Acumen in banking, sales, investments, consumer lending, business banking, business lending, customer service, and presentation skills.
- Military service in administration, contracting, civil affairs, or similar roles.
- Notary licensing is preferred.
Responsibilities
- Provide coverage across branch banking, including processing customer transactions, servicing customer needs, offering financial advice and guidance, and referring customers to other areas of the bank when appropriate.
- Process transactions accurately and efficiently, maintain proper cash controls, and balance daily.
- Provide excellent customer service and resolve customer issues effectively.
- Educate customers about deposits and loans and assist with service or account-maintenance issues.
- Help customers use online, mobile, and ATM banking technology to bank conveniently and manage their money.
- Follow operational, security, risk, and regulatory policies and procedures.
- Travel dependably and adapt to working at multiple branch locations throughout the week.
- Perform other duties as assigned.
Benefits
- A centralized leadership team provides consistent coaching and skill development.
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What This Job Offers
Job Type
Full-time
Education Level
High school or GED
