Customer Experience Banker

About the role

A Customer Experience Banker is 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, loan and other banking products and services. You will process customer transactions accurately and efficiently in order to provide exemplary customer service while educating customers on bank products, services and technology. Certain positions outside our branch network may be eligible for a flexible work arrangement, combining in‑office and work‑from‑home opportunities to deepen connections, maintain a strong community, and do your best work.

Responsibilities

• Providing excellent customer service and effectively resolving customer issues.
• Being proficient in understanding and educating customers on consumer deposit products and consumer lending.
• 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, consumer lending, business banking, business lending, communication and presentation.

Requirements

High school diploma and 1 year of customer service experience in banking, financial services, or goal‑driven retail sales (military service in administration, contracting, civil affairs, or a similar role may substitute) OR a bachelor’s degree. Must be currently authorized to work in the United States on a full‑time basis.

Qualifications

• Career‑minded individuals seeking to build a career with development plans and career paths.
• Bachelor’s degree preferred.
• Cash handling skills preferred but not required.
• Comfort with technology such as mobile services and online banking services is a plus.

Skills

• Sales
• Customer service
• Relationship management
• Banking (deposit, loan, consumer lending, business banking, business lending)
• Communication and presentation
• Cash handling
• Technology proficiency (mobile and online banking)