2 дня 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): Supporting customers at a Jacksonville branch by processing banking interactions, identifying financial needs, resolving problems, and referring customers to relevant products and services with an accent on customer loyalty, accurate branch operations, and proactive sales conversations. Focus on understanding customer needs, applying banking product knowledge, managing risk, and using digital tools to improve financial wellbeing.
Location: Julington Creek Branch, Jacksonville, Florida, United States; in-office role
Company
operates a retail banking organization focused on customer financial wellbeing, customer loyalty, and responsible banking services.
What you will do
- Process a variety of customer interactions and educate customers about available banking options.
- Identify customer needs and refer appropriate banking opportunities to branch staff.
- Engage with customers in the branch lobby and position products and services to meet their needs.
- Apply product and procedural knowledge to resolve customer problems and support financial wellbeing.
- Complete teller and branch operations accurately and efficiently while following established policies and procedures.
- Support proactive sales conversations and customer loyalty through service-to-sales interactions and outbound contacts.
Requirements
- Typically less than one year of related experience or relevant product knowledge; no university or college degree required.
- Knowledge of banking products, branch banking, customer service, and customer experience principles.
- Strong accuracy, attention to detail, communication, problem-solving, and multitasking skills.
- Ability to identify customer needs, manage risk, detect and prevent fraud, and follow banking procedures.
- Must work in the Jacksonville, Florida branch; the position is in-office.
- Employment visa sponsorship and STEM OPT participation are not available for this position.
Culture & Benefits
- Inclusive workplace focused on respect, support, and employee contribution.
- Medical, prescription drug, dental, and vision coverage options for eligible full-time employees.
- 401(k) matching, pension, stock purchase plans, life insurance, disability protection, and dependent care support.
- Educational assistance, wellness programs, and financial incentives.
- Paid parental leave, up to 11 paid holidays, occasional absence days, and 15 to 25 vacation days depending on career level and service.
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