8 дней назад
Client Experience Associate (Banking)
37 125 - 61 875$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Client Experience Associate (Banking): Delivering customer service and financial guidance across multiple retail banking branches with an accent on customer loyalty, product education, transaction accuracy, and proactive referrals. Focus on identifying banking opportunities, resolving customer problems, supporting branch operations, and improving customer financial wellbeing.
Location: Riverside, California, United States; in-office role supporting multiple branches in the region
Base salary: $37,125–$61,875 per year, plus incentive eligibility.
Company
is a retail banking organization focused on customer financial wellbeing, customer loyalty, and accessible banking services.
What you will do
- Deliver customer service and process a variety of banking interactions.
- Educate customers about financial transaction options, products, tools, and resources.
- Identify banking opportunities and make appropriate referrals to branch staff.
- Engage customers in the lobby and support proactive service-to-sales conversations.
- Resolve customer problems using product and procedural knowledge.
- Complete teller and branch operations accurately and efficiently 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, customer service, and branch banking practices.
- Accuracy, attention to detail, effective communication, problem solving, and the ability to manage multiple priorities.
- Spanish speaking ability is preferred.
- Employment visa sponsorship and STEM OPT participation are not available.
Culture & Benefits
- Inclusive, supportive, and accessible workplace culture.
- Medical, prescription, dental, and vision coverage options.
- 401(k) matching, pension, stock purchase plans, and financial wellness incentives.
- Paid holidays, absence days, and 15–25 vacation days depending on career level and service.
- Educational assistance, wellness programs, disability protection, and family-care benefits.
Hiring process
- The position is generally posted for two business days from September 22, 2026, subject to extension.
- Reasonable accommodations are available during the application process.
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