Specializes in our branch customer experience through lobby management, transactions, and servicing interactions for retail and business customers.
Identifies walk-in customers' needs through the Bank’s retail sales process to provide basic sales solutions for basic customer needs and / or refer complex customer needs to the appropriate team member / partner.
Primary Responsibilities :
Scope of Responsibilities :
The position is responsible for providing exceptional service to branch customers and resolving customer problems in a timely manner.
The position is a key driver of branch referrals that assist the branch team achieve annual sales goals.
The position is responsible for interacting with appropriate areas within the Bank to ensure branch-related operational issues are resolved efficiently and accurately.
Education and Experience Required :
High school diploma or equivalent (GED) and a minimum of 1 year proven retail sales, call center, customer service, or telesales experience.
Strong verbal communication and interpersonal skills
Ability to interact with varying customers (consumer to small business) and to effectively handle difficult customer conversations.
Well-organized individual with time management and prioritization skills, with ability to work under critical time constraints in a team environment.
Proficient with internet user-level technology
Education and Experience Preferred :
Bilingual based on branch needs
Proven referral and / or sales ability
Physical Requirements :
Ability to stand for long periods of time
Prolonged use of hands and fingers
Ability to lift light to heavy objects weighting 5 lbs. to 30 lbs.
Ability to read fine print
Ability to interact with customers in an open face-to-face work environment