Customer Experience Banker
On-sitePittsburgh, Pennsylvania, United States
Job Summary
Proactively identify customer financial goals and needs to recommend deposit products and banking services. Process transactions accurately and efficiently while balancing daily accounts. Provide exemplary customer service by resolving issues and educating clients on consumer deposit products. Execute a disciplined sales process including new customer follow-up, outbound calling, and sourcing referrals from customers and partners. Educate and refer customers to other bank areas to deepen relationships and build strong partnerships. Adhere to all operational, security, risk, and regulatory policies and procedures.
Required Qualifications
- High School Diploma or GED
- minimum of 1 year customer service or military service in an administration, contracting, civil affairs, or similar role
- Bachelor's Degree
Desired Qualifications
- 1 year or more in customer service in banking, financial services or goal driven retail sales
- Cash handling skills
- Comfort with technology such as mobile services and online banking services
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