Customer Experience Banker - Wake Forest
Core
Financial Concierge servicing walk-in customers by identifying financial goals, recommending deposit and banking products, and processing transactions.
Role type
Customer Experience Banker (Non-NMLS)
Builds
Consumer and business customer relationships through deposit products and banking services
Domain
Banking / Financial Services
Deliverable
product features
Required skills
customer service, sales process, outbound calling, referral sourcing, cash handling, technology comfort (mobile/online banking)
Preferred skills
banking experience, financial services experience, goal-driven retail sales
Responsibilities
Provide excellent customer service and resolve issues, educate customers on deposit products, proactively identify growth opportunities via sales process and follow-up, refer customers to other bank areas, adhere to operational and regulatory policies
