6 дней назад
Client Experience Associate (Banking)
40 500 - 67 500$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Client Experience Associate (Banking): Delivering in-branch customer service and financial transaction support in a Boston branch with an accent on customer experience, banking products, and proactive sales conversations. Focus on identifying customer needs, resolving problems accurately, managing operational risk, and referring clients to relevant banking opportunities.
Location: North Station branch, Boston, Massachusetts; in-office position
Salary: $40,500–$67,500 per year, plus incentive eligibility.
Company
is a banking company focused on delivering customer experiences and supporting clients’ financial wellbeing.
What you will do
- Deliver customer service and process a variety of banking interactions.
- Educate customers on financial transaction options, products, tools, and technology.
- Identify customer needs and refer clients to appropriate branch staff or banking opportunities.
- Support lobby engagement, service-to-sales conversations, and outbound interactions.
- Complete teller and branch operations accurately and efficiently.
- Apply product knowledge and procedures to resolve customer problems and support loyalty.
Requirements
- Typically less than one year of related experience or relevant product knowledge.
- High school diploma or GED may be sufficient; no university or college degree is required.
- Knowledge of banking products, branch banking, customer service, and customer experience practices.
- Accuracy, attention to detail, effective communication, problem solving, and the ability to manage multiple priorities.
- Understanding of customer needs, digital awareness, and fraud detection and prevention.
- does not provide employment visa sponsorship or participate in STEM OPT for this position.
Culture & Benefits
- In-office work environment with a supportive and inclusive workplace culture.
- Medical, prescription, dental, and vision coverage may be available for eligible full-time employees.
- 401(k) matching, pension, stock purchase plans, and financial wellness incentives.
- Paid holidays, occasional absence days, and 15–25 vacation days depending on eligibility and career level.
- Educational assistance, wellness programs, family-care support, and various insurance benefits.
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