12 дней назад
Client Experience Associate (Retail Banking)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Client Experience Associate (Retail Banking): Delivering customer service and financial guidance in a retail bank branch with an accent on customer loyalty, banking products, and proactive sales conversations. Focus on identifying customer needs, resolving transaction and account problems, promoting digital tools, and completing branch operations accurately.
Location: 's World Center Branch, 249 NW 6th Street, Miami, FL 33136; in-office position
Company
is a retail banking organization focused on customer financial wellbeing, loyalty, and responsible banking operations.
What you will do
- Deliver personalized customer experiences and process a variety of banking interactions.
- Identify customer needs and refer appropriate banking opportunities to branch staff.
- Conduct lobby engagement and proactive sales conversations around products and services.
- Educate customers on transaction-management options, technology, tools, and available alternatives.
- Apply banking product and procedural knowledge to resolve customer problems.
- Complete teller, branch operations, and maintenance transactions accurately while following policies and procedures.
Requirements
- Typically less than one year of related experience or relevant product knowledge.
- High school diploma or GED may be sufficient; no university degree is required.
- Knowledge of banking products, branch banking, customer service, and customer experience principles.
- Strong accuracy, attention to detail, communication, problem-solving, and ability to manage multiple priorities.
- Ability to identify customer needs, detect and prevent fraud, and manage risk within established limits.
- Employment visa sponsorship and STEM OPT participation are not available for this position.
Nice to have
- Spanish bilingual ability is preferred.
Culture & Benefits
- Inclusive, supportive, and accessible workplace culture.
- Medical, prescription, dental, and vision coverage options for eligible full-time employees.
- 401(k) matching, pension, stock purchase plans, and dependent care support.
- Educational assistance, wellness programs, and financial incentives.
- Paid holidays, occasional absence days, vacation, and parental or maternity leave, depending on eligibility.
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