Customer Experience Banker (30-35 hrs week) McCord & Central - Toledo, OH
About the role
Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals. Branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better. As a Customer Experience Banker Non NMLS, you are a Financial Concierge for our walk-in customers. You are 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. You will process customer transactions accurately and efficiently, balance daily, and provide exemplary customer service.
Responsibilities
- Providing excellent customer service and effectively resolving customer issues.
- Being proficient in understanding and educating customers on consumer deposit products.
- Proactively identifying opportunities to grow customer relationships through a disciplined sales process, new customer follow-up program, outbound calling, and sourcing referrals from customers and partners.
- Educating and referring customers to other areas of the bank to deepen relationships and build a strong partnership.
- Adhering to all operational, security, risk, and regulatory policies and procedures.
- Demonstrating acumen in sales, customer service, relationship management, banking, communication, and presentation.
- Other duties as assigned.
Basic Qualifications
- High School Diploma or GED and a minimum of 1 year customer service experience, or military service in an administration, contracting, civil affairs, or similar role, or a Bachelor's Degree.
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.