About The Position

As a Customer Experience Banker Non NMLS, you serve as a Financial Concierge for walk-in customers. You retain and grow consumer and business customer relationships by proactively identifying financial goals and needs and recommending appropriate deposit and other banking products and services. You also process customer transactions accurately and efficiently, balance daily, and provide exemplary customer service. The branch banking environment is described as a welcoming and inclusive team setting where colleagues can share ideas and contribute to customers, the bank, and the community.

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 such as mobile services and online banking services.

Responsibilities

  • Provide excellent customer service and effectively resolve customer issues.
  • Understand and educate customers on consumer deposit products.
  • Identify opportunities to 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 partnerships.
  • Adhere to operational, security, risk, and regulatory policies and procedures.
  • Process customer transactions accurately and efficiently and balance daily.
  • Demonstrate sales, customer service, relationship management, banking, communication, and presentation acumen.
  • Perform other duties as assigned.
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