Customer Engagement Specialist

1 week ago


Gretna, Louisiana, United States Citizens National Bank of Bossier City Full time
Job Overview

The Customer Engagement Specialist serves as a vital first point of contact for clients, businesses, and visitors at Citizens National Bank of Bossier City. This role is essential in delivering exceptional customer service and portraying the bank's values in a professional manner.

Key Responsibilities

  • Provide comprehensive assistance to clients regarding inquiries about various banking products and services.
  • Facilitate the opening of new accounts and ensure all necessary documentation is completed accurately.
  • Collaborate with different departments to address customer inquiries, issues, and complaints effectively.
  • Engage in proactive outreach to identify and meet the needs of current and prospective clients.
  • Perform a variety of retail banking tasks, including processing transactions and verifying the accuracy of banking operations.

Qualifications

  • High School diploma or equivalent is required.
  • A minimum of 2 years of experience in bookkeeping, account services, or retail banking is preferred.
  • At least 2 years of experience in a teller role.
  • 1+ year of experience in customer service and account management.
  • Ability to thrive in a fast-paced, high-volume environment.
  • Strong customer service skills and a commitment to client satisfaction.
  • Must meet NMLS qualifications.

Essential Duties

  • Exhibit excellent interpersonal skills and a high energy level to provide outstanding customer service.
  • Promote digital banking solutions and assist clients with online and mobile banking setups.
  • Assist clients with Individual Retirement Account services, including contributions and distributions.
  • Handle various banking requests such as safe deposit box access and ATM card inquiries.
  • Perform teller duties, including processing deposits and payments with a high degree of accuracy.

Community Engagement

  • Participate in community events to enhance the bank's visibility and foster business opportunities.
  • Cross-sell banking products and services to meet client needs effectively.

This position does not have direct supervisory responsibilities. The physical demands of this role include the ability to sit, stand, walk, and lift items up to 25 pounds. Reasonable accommodations may be made for individuals with disabilities to perform essential functions.



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