20 часов 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 in-branch customer service and financial transaction support with an accent on customer financial wellbeing, product education, and proactive sales conversations. Focus on identifying banking opportunities, resolving customer problems, managing operational accuracy, and strengthening client loyalty.
Location: Washington, DC, at the 18th and L Branch; in-office position
Base salary: $40,500–$67,500 per year, plus incentive eligibility.
Company
is a banking organization focused on customer financial wellbeing, client loyalty, and retail branch services.
What you will do
- Deliver customer service and process a variety of branch and financial transactions.
- Educate customers on banking products, transaction options, technology, tools, and resources.
- Identify customer needs and refer appropriate banking opportunities to branch staff.
- Support lobby engagement and proactive sales conversations to grow customer loyalty and share of wallet.
- Resolve customer problems using product and procedural knowledge.
- Complete teller and branch operations accurately while following policies and risk controls.
Requirements
- Typically less than one year of related experience or relevant product knowledge; no university degree is required.
- High school diploma or GED may not be required, depending on comparable education, certifications, experience, or military service.
- Knowledge of banking products, branch banking, customer service, and customer experience practices.
- 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 use digital tools.
- does not provide employment visa sponsorship or participate in STEM OPT for this position.
Culture & Benefits
- Inclusive, supportive in-office workplace with a focus on respect, contribution, and work-life balance.
- Eligible full-time employees may receive medical, dental, vision, life, and disability coverage.
- Benefits may include a 401(k) match, pension, stock purchase plan, dependent care support, and educational assistance.
- Paid time off may include up to 11 holidays, occasional absence days, and 15–25 vacation days depending on career level and service.
- Wellness programs and family-support benefits, including adoption, surrogacy, doula, and backup care reimbursement, may be available.
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