Customer Experience Banker Resource

Customer Experience Banker Resource

Requirements

• High School Diploma or GED and minimum of 1 year customer service or military service in an administration, contracting, civil affairs, or similar role or a Bachelor’s Degree.

Responsibilities

• Engage in proactive sales and customer service activities, including teller transactions.
• Responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs and recommending appropriate deposit, and other banking products and services.
• Serves in a concierge role by servicing walk-in customers.
• Processes customer transactions accurately and efficiently and balances daily while providing exemplary customer service.
• Effectively resolves customer issues.
• Strong comfort level with technology and educates customers on how to optimize their use of bank technology (online, mobile, and ATM banking) so they can bank more conveniently and better manage their money.
• Proficient in consumer deposit products.
• Proactively identifies opportunities to grow customer relationships through a disciplined sales process, new customer follow-up program, outbound calling, and sourcing referrals from customers and partners.
• Educates and refers customers to other areas of the bank to deepen relationships and build strong internal partnerships pursuant to OCR guidelines.
• Adheres to all operational, security, risk and regulatory related policies and procedures.
• Demonstrates acumen in sales, customer service, relationship management, banking, investments, business banking, communication and presentation.
• Other duties as assigned.

Preferred Qualifications

• 1 year or more in customer service in banking, financial services or goal driven retail sales.
• Cash handling skills.
• Comfort with technology such as mobile services and online banking services.