1 день 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 in-branch customer service and financial transaction support while identifying banking opportunities and improving client loyalty with an accent on customer conversations, product education, and accurate branch operations. Focus on solving customer problems, detecting and mitigating risk, and supporting proactive sales through lobby engagement and referrals.
Location: Greensboro, North Carolina, United States; in-office position
Company
is a retail banking organization focused on customer financial wellbeing, relationship building, and branch-based banking services.
What you will do
- Deliver customer service and process a variety of banking and financial transactions.
- Educate customers on available banking options, digital tools, and transaction-management resources.
- Identify customer needs and refer appropriate banking opportunities to branch staff.
- Engage customers in the branch lobby and support proactive service-to-sales conversations.
- Apply product and procedural knowledge to resolve customer problems accurately.
- Complete teller and branch operations while following established policies and risk controls.
Requirements
- Customer-focused approach with effective communication and problem-solving skills.
- Knowledge of or ability to learn banking products, branch procedures, and financial transactions.
- Accuracy, attention to detail, fraud awareness, and ability to manage multiple priorities.
- Typically less than one year of related experience; a university degree is not required.
- Employment visa sponsorship and STEM OPT participation are not available.
- No required degree, certification, license, or language assessment.
Culture & Benefits
- Inclusive workplace culture centered on customer service, collaboration, and risk management.
- Benefits for eligible full-time employees include medical, dental, vision, life and disability coverage.
- 401(k) matching, pension, stock purchase plans, and dependent-care support are available.
- Educational assistance, wellness programs, and financial incentives are provided.
- Paid holidays, absence days, and 15 to 25 vacation days may be available based on eligibility and career level.
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