4 дня назад
Customer Experience Banker (Fintech)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Customer Experience Banker (Banking): Serving walk-in customers, processing transactions, and growing consumer and business relationships through deposit, lending, and other banking products with an accent on customer service, financial needs assessment, and relationship management. Focus on identifying customer goals, recommending suitable products, educating customers on digital banking tools, and following operational, security, risk, and regulatory requirements.
Location: Ambridge, Pennsylvania, United States; office-based
Company
provides branch banking services and helps customers manage financial products and goals.
What you will do
- Provide excellent service to walk-in customers and resolve customer issues.
- Identify consumer and business financial goals and recommend suitable deposit, loan, and banking products.
- Process customer transactions accurately and efficiently.
- Grow customer relationships through follow-up programs, outbound calls, referrals, and a disciplined sales process.
- Educate customers about bank products, services, and digital banking technology.
- Follow operational, security, risk, and regulatory policies and procedures.
Requirements
- High school diploma or GED plus at least one year of customer service or relevant military administration experience, or a bachelor's degree.
- Additional background checks and fingerprinting are required under NMLS regulations.
- Applicants must already be authorized to work full-time in the United States.
- Experience in customer service, banking, financial services, or goal-driven retail sales is preferred.
- Cash-handling skills and comfort with mobile and online banking services are preferred.
Culture & Benefits
- Welcoming and inclusive branch-based team environment.
- Opportunity to contribute ideas affecting customers, the bank, and local communities.
- Office workplace type with customer-facing branch responsibilities.
- Immigration sponsorship and assistance with obtaining work permission are not available.
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