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Customer Experience Specialist
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The Universal Banker is a key member of the banking team, responsible for delivering exceptional customer experiences. Key responsibilities include executing transactions, promoting sales opportunities, and servicing customers.
Key Responsibilities:
- Providing excellent service delivery to internal and external customers to resolve account service issues and respond to customer inquiries.
- Executing all service transactions (e.g., deposits, payments, address changes) and sales referral routines to deepen client relationships.
- Remaining knowledgeable about the client's accounts and business with the bank, using sound judgment with customers and transactions.
- Greeting and interacting with clients on the bank floor to proactively identify and address client sales and service needs.
- Demonstrating expertise in digital capabilities and identifying financial needs of clients.
- Utilizing marketing tools and digital technology to present product offers and financial solutions to existing and potential clients.
- Connecting clients to appropriate partners as necessary, leveraging video conference for specialists.
- Resolving client complaints/issues promptly and effectively.
Requirements:
- 1-3 years relevant experience
- Required Skills: Excellent verbal and written communication skills, analytical and problem-solving skills, basic computer and digital tools skills.
Education:
- High School diploma or equivalent
