6 дней назад
Customer Experience Banker - Wake Forest (Banking)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Customer Experience Banker - Wake Forest (Banking): Serving walk-in customers, processing transactions, and growing consumer and business relationships through deposit products, referrals, and proactive financial needs assessment with an accent on customer service, cash handling, and regulatory compliance. Focus on identifying customer goals, resolving service issues, and connecting customers with appropriate banking products and services.
Location: Wake Forest, North Carolina, United States; office-based
Company
provides consumer and business banking products and services through its branch network.
What you will do
- Serve walk-in customers as a financial concierge and provide excellent customer service.
- Identify consumer and business financial goals and recommend suitable deposit and banking products.
- Process customer transactions accurately and balance daily activity.
- Grow customer relationships through follow-up, outbound calling, referrals, and a structured sales process.
- Educate customers and refer them to other areas of the bank to deepen relationships.
- Follow operational, security, risk, and regulatory policies and procedures.
Requirements
- High school diploma or GED and at least one year of customer service or qualifying military experience, or a bachelor's degree.
- Comfort with technology, including mobile and online banking services.
- Must be currently authorized to work full-time in the United States.
- Immigration sponsorship is not available for this position.
Nice to have
- At least one year of customer service experience in banking, financial services, or goal-driven retail sales.
- Cash handling skills.
Culture & Benefits
- Office-based workplace arrangement.
- Focus on building strong customer and community connections.
- Equal opportunity employer.
- Tobacco-free hiring practice.
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