Customer Experience Banker NMLS- Monticello, MN
Core
Financial Concierge for walk-in customers, responsible for retaining and growing consumer and business customer relationships by identifying financial goals and recommending deposit, loan, and banking products.
Role type
Branch Banking Associate
Builds
Consumer and business banking relationships
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
customer service, sales, relationship management, consumer lending knowledge, cash handling, technology proficiency
Responsibilities
Providing excellent customer service and resolving issues, educating customers on deposit and lending products, proactively identifying opportunities to grow relationships through sales and referrals, referring customers to other bank areas, adhering to operational and regulatory policies.
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