Customer Experience Banker-(Jackson, MI)
On-siteJackson, Michigan, United States
Job Summary
Proactively identify financial goals and needs for walk-in customers, recommending deposit products and services to retain and grow relationships. Process transactions accurately and efficiently while balancing daily accounts, resolving customer 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 partnerships while adhering to operational, security, risk, and regulatory policies. Requires high school diploma or GED with one year of relevant experience or bachelor's degree; exempt status applies. Located in Jackson, MI.
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
- currently authorized to work in the United States on a full-time basis
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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