12 дней назад
Client Experience Associate - Burke (Banking)
40 500 - 67 500$
Мэтч & Сопровод
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Описание вакансии
Текст:
TL;DR
Client Experience Associate - Burke (Banking): Supporting customers across multiple retail banking branches by processing financial interactions, identifying banking opportunities, and resolving customer problems with an accent on customer wellbeing, loyalty, and accurate branch operations. Focus on meaningful customer conversations, proactive sales referrals, digital banking education, and applying product and procedural knowledge to manage risk and solve complex service issues.
Location: VA - Burke, United States; in-office role supporting multiple branches in the region
Base salary: $40,500–$67,500 per year, plus incentive eligibility.
Company
is a retail banking organization focused on delivering customer experiences that support financial wellbeing, customer loyalty, and responsible banking operations.
What you will do
- Process a variety of customer interactions and educate customers about available financial transaction options.
- Identify banking opportunities through meaningful conversations and refer customers to appropriate branch staff.
- Conduct lobby engagement activities and position products and digital tools to meet customer needs.
- Apply product and procedural knowledge to solve customer problems and support financial wellbeing.
- Complete teller and branch operations accurately and efficiently while following policies and procedures.
- Support proactive sales conversations, customer loyalty, and growth of customer relationships.
Requirements
- Typically less than one year of related experience or relevant product knowledge; a comparable combination of education, certification, and experience may be considered.
- No university or college degree required; high school diploma or GED is not required for this level.
- Knowledge of banking products, branch banking, customer service, and customer experience principles.
- Accuracy, attention to detail, effective communication, problem solving, and ability to manage multiple priorities.
- Ability to identify customer needs, detect and prevent fraud, manage risk, and follow established procedures.
- Visa sponsorship and STEM OPT participation are not provided.
Culture & Benefits
- Inclusive, supportive workplace focused on respect, customer service, and employee contribution.
- Medical, prescription drug, dental, and vision coverage options, including a Health Savings Account feature.
- 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 15–25 vacation days depending on career level and service.
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