Customer Banking Consultant
1 week ago
Position Overview:
As a vital member of our team, you will play a key role in delivering outstanding client service while assisting customers with a comprehensive array of banking solutions.
- Client Interaction: Engage with clients through various channels, including face-to-face meetings, phone calls, and email correspondence, ensuring their inquiries are addressed promptly and accurately.
- Account Management: Handle the establishment and maintenance of client accounts, including opening and closing accounts, facilitating money transfers, and resolving client issues efficiently.
- Exceptional Service: Provide top-tier service to clients, partners, and vendors, maintaining professionalism and respect in every interaction.
- Operational Support: Execute administrative tasks related to client accounts, ensuring compliance with banking policies and procedures.
- Cash Handling: Manage cash transactions and perform daily balancing activities, adhering to established protocols.
- Continuous Learning: Stay informed about the latest banking products and services, enhancing your ability to assist clients effectively.
- Team Collaboration: Work closely with management and support teams to address any operational challenges, ensuring adherence to compliance standards.
- Performance Monitoring: Regularly review banking reports and assist with audits to maintain operational integrity.
- Business Development: Engage with colleagues to identify opportunities for client referrals and enhance overall client relationships.
Qualifications:
Candidates should possess 2-3 years of relevant experience, be fluent in English and Spanish, and demonstrate strong client service and organizational skills. A solid understanding of banking regulations and operations is preferred.
Benefits:
Synectics offers a comprehensive benefits package, including healthcare, dental, and vision insurance, as well as a 401(k) plan and a technical certification bonus for eligible employees.
Synectics is committed to fostering an inclusive workplace and is proud to be an equal opportunity employer.
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