CareerPlan

Customer Experience Banker - Woodbury, MN

Woodbury, MN, USFull-time$46k–$50k2026-10-07 → 2026-11-12
On-site · United StatesNo visa sponsorship

Core

Financial Concierge for walk-in customers, retaining and growing consumer and business relationships by recommending deposit, loan, and banking products.

Role type

Customer Experience Banker (Financial Concierge)

Builds

Consumer and business banking relationships

Domain

Banking / Financial Services

Deliverable

product features

Required skills

customer service, sales, relationship management, consumer deposit products, consumer lending, operational compliance

Preferred skills

cash handling, technology comfort (mobile/online banking)

Responsibilities

Provide excellent customer service and resolve issues, educate customers on banking products, proactively identify growth opportunities via sales process and referrals, refer customers to other bank areas, adhere to security and regulatory policies.

Seniority

Entry-level to Junior