Client Experience Associate - Cochrans Crossing
On-siteThe Woodlands, Texas, United States
Job Summary
Deliver a unique customer experience aimed at improving financial wellbeing and creating loyalty while increasing share of wallet. Process a variety of customer interactions, educate customers on alternatives, and identify banking opportunities during conversations to make appropriate referrals. Perform lobby engagement activities to connect with customers, apply product knowledge to solve problems, and ensure teller and branch daily operations are completed efficiently and accurately. Adhere to all policies and procedures while supporting proactive sales conversations through internal and outbound interactions. Bilingual Spanish preferred; based in The Woodlands, TX at the Cochran's Crossing branch.
Required Qualifications
- Bilingual Spanish
- Typically <1 year of related experience
- Comparable combination of education, job specific certification(s) and experience (including military service) in lieu of a degree
Desired Qualifications
- Accountability
- Banking
- Branch Banking
- Client Loyalty
- Customer Experience (CX)
- Customer Service
- Identifying Opportunities
- Leveraging Technology
- Proactive Sales
- Accuracy and Attention to Detail
- Banking Products
- Digital Awareness
- Effective Communications
- Fraud Detection and Prevention
- Managing Multiple Priorities
- Matrix Management
- Problem Solving
- Understanding Customer Needs
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