4 дня 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 personalized branch banking support, processing customer interactions, and identifying relevant financial products with an accent on customer wellbeing, accurate transactions, and proactive referrals. Focus on resolving banking problems, detecting and preventing fraud, and using digital tools to improve client loyalty and share of wallet.
Location: Welch Rd Branch in Apopka, Florida, United States; in-office position
Company
operates a retail banking organization focused on customer financial wellbeing and branch-based banking services.
What you will do
- Deliver personalized customer experiences and process a variety of branch banking interactions.
- Educate customers about available financial transaction options, products, technology, tools, and resources.
- Identify banking opportunities through meaningful conversations and make appropriate referrals to branch staff.
- Complete teller and branch operations accurately and efficiently while following policies and procedures.
- Support proactive sales conversations through service-to-sales, teller interactions, and lobby engagement.
- Apply product and procedural knowledge to resolve customer problems and strengthen client loyalty.
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, branch banking, customer service, and customer experience principles.
- Accuracy, attention to detail, effective communication, problem solving, and the ability to manage multiple priorities.
- Ability to identify and manage risk, including fraud detection and prevention.
- Must work in the branch office in Apopka, Florida; employment visa sponsorship and STEM OPT participation are not provided.
Culture & Benefits
- Inclusive workplace culture centered on respect, employee value, and opportunities to contribute.
- Medical, prescription drug, dental, and vision coverage options for eligible full-time employees.
- 401(k) matching, pension, stock purchase plans, life insurance, and disability protection.
- Educational assistance, wellness programs, and financial incentives.
- Paid parental leave, up to 11 paid holidays, occasional absence days, and 15 to 25 vacation days depending on career level and service.
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