9 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 customer-focused banking services in a branch environment with an accent on financial wellbeing, product education, transaction accuracy, and customer loyalty. Focus on identifying banking opportunities, resolving customer problems, supporting proactive sales conversations, and managing fraud and operational risks.
Location: In-office in Hillsborough, New Jersey, United States
Base salary: $40,500–$67,500 per year, plus incentive eligibility.
Company
is a banking organization focused on customer financial wellbeing, customer loyalty, and branch-based financial services.
What you will do
- Deliver personalized customer experiences and process a variety of banking interactions.
- Educate customers on financial transaction options, banking products, technology, and available resources.
- Identify customer needs and refer appropriate banking opportunities to branch staff.
- Support lobby engagement, proactive sales conversations, and customer loyalty initiatives.
- Resolve customer problems using product and procedural knowledge.
- Complete teller, branch operations, and maintenance transactions accurately and efficiently while following policies.
Requirements
- Typically less than one year of related experience or comparable product knowledge and education.
- High school diploma or GED may be sufficient; no college degree is required.
- Customer service, banking, client loyalty, and proactive sales skills.
- Accuracy, attention to detail, effective communication, problem solving, and the ability to manage multiple priorities.
- Knowledge of banking products, digital tools, customer needs, and fraud detection and prevention.
- Employment visa sponsorship and STEM OPT participation are not available.
Culture & Benefits
- In-office work environment with a supportive and inclusive workplace culture.
- Medical, prescription, dental, and vision coverage options.
- 401(k) matching, pension, stock purchase plans, and financial wellness programs.
- Paid holidays, vacation days, parental leave, and occasional absence days, subject to eligibility.
- Educational assistance and reimbursement programs for dependent care, adoption, surrogacy, and doula services.
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