About The Position

The Customer Experience Banker is a Financial Concierge for walk-in customers, helping retain and grow consumer and business customer relationships. The role proactively identifies customers’ financial goals and needs, recommends appropriate deposit and other banking products and services, processes transactions accurately and efficiently, balances daily, and provides exemplary customer service. Branch banking colleagues work in a welcoming and inclusive team environment, with opportunities to share ideas and contribute to outcomes for customers, the bank, and communities.

Requirements

  • High school diploma or GED and at least 1 year of customer service experience or qualifying military service in administration, contracting, civil affairs, or a similar role; alternatively, a bachelor's degree.
  • Currently authorized to work in the United States on a full-time basis; the employer will not sponsor applicants for immigration benefits.

Nice To Haves

  • At least 1 year of customer service experience in banking, financial services, or goal-driven retail sales.
  • Cash-handling skills.
  • Comfort with technology, including mobile services and online banking services.

Responsibilities

  • Provide excellent customer service and effectively resolve customer issues.
  • Understand consumer deposit products and educate customers about them.
  • Proactively grow customer relationships through a disciplined sales process, a new-customer follow-up program, outbound calling, and referrals from customers and partners.
  • Educate and refer customers to other areas of the bank to deepen relationships and build strong partnerships.
  • Process customer transactions accurately and efficiently, and balance daily.
  • Follow operational, security, risk, and regulatory policies and procedures.
  • Apply sales, customer service, relationship management, banking, communication, and presentation skills.
  • Perform other duties as assigned.

Benefits

  • Full-time benefits eligibility
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