Customer Experience Banker- Dundee, MI
On-siteDundee, Michigan, United States
Job Summary
Concierge banking at the Dundee, MI branch by servicing walk-in customers, retaining and growing relationships through proactive identification of financial goals, and recommending deposit products and services. Process transactions accurately, balance daily accounts, and resolve customer issues while educating clients on consumer deposit products. Execute a disciplined sales process involving new customer follow-up, outbound calling, and sourcing referrals to deepen partnerships. Adhere to operational, security, risk, and regulatory policies. Requires one year of customer service experience in banking or goal-driven retail sales. Exempt status applies.
Required Qualifications
- 1 year customer service in banking, financial services or goal driven retail sales
- Can include military service in an administration, contracting, civil affairs, or similar role
Desired Qualifications
- Bachelor's Degree
- Cash handling skills
- Comfort with technology such as mobile services and online banking services
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