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Client Experience Associate
Posted 2 weeks ago
Job summary
Support customer interactions in retail banking by providing personalized service, educating clients on financial products, and identifying opportunities to deepen client relationships, ensuring a positive customer experience while adhering to policies.
Responsibilities
The associate delivers a unique customer experience by processing financial transactions and educating customers on banking alternatives. They identify sales opportunities through meaningful conversations and lobby engagement to help grow customer share of wallet.
Qualifications
Candidates should demonstrate strong customer service skills and the ability to manage banking risks effectively. While no specific degree is required, related experience or product knowledge is preferred to perform the primary duties.
Benefits
- Medical coverage
- Prescription drug coverage
- Health savings account
- Dental insurance
- Vision insurance
- Life insurance
- Short-term disability protection
- Long-term disability protection
- 401(k) plan
- Pension plan
- Stock purchase plans
- Dependent care reimbursement account
- Back-up child/elder care
- Adoption reimbursement
- Surrogacy reimbursement
- Doula reimbursement
- Educational assistance
- Wellness program
- Paid time off
- Maternity leave
- Parental leave
- Paid holidays
Company
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