Customer Service Specialist
Core
Serve as the first point of contact for customers at a retail branch, providing support for retail banking needs and helping customers meet financial goals through savings, insurance, and personal lending products.
Role type
Retail banking customer service specialist / Personal banker
Builds
Retail banking products and services for local community customers
Domain
Banking / Financial Services
Deliverable
product features
Required skills
Customer relationship management, sales and lending product knowledge, regulatory compliance adherence, problem-solving, community engagement
Responsibilities
Serve as the first point of contact for customers, deliver sales and lending results, match products and solutions to customer needs, protect customers through adherence to policies and regulations
Seniority
Individual Contributor
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