Customer Experience Banker - Rookwood

About the role

The Customer Experience Banker at Rookwood is a Financial Concierge responsible for helping walk-in customers achieve their financial goals. This role involves retaining and growing customer relationships, providing excellent customer service, and adhering to operational and regulatory policies.

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.

Qualifications

• 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.
• 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.