Client Experience Associate
On-siteAustin, Texas, United States
Job Summary
Delivers a unique customer experience aimed at improving financial wellbeing and creating loyalty while increasing share of wallet. Processes customer interactions, educates clients on alternatives, and identifies banking opportunities during conversations to make appropriate referrals to branch staff. Performs lobby engagement activities to connect with customers, applies product knowledge to solve problems, and ensures teller and branch daily operations are completed efficiently. Supports proactive sales conversations through internal and outbound interactions, ultimately elevating client loyalty and driving customer share of wallet.
Required Qualifications
- Bilingual Spanish - Preferred
- Appropriate knowledge, skills, and abilities for a role
- Skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position
- Roles at this level typically do not require a university / college degree, high school diploma or GED, however may require related experience or product knowledge to accomplish primary duties
- Typically <1 year of related experience
- In lieu of a degree, a comparable combination of education, job specific certification(s) and experience (including military service) may be considered
- No Degree
- No Required Certification(s)
- No Required License(s)
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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