Customer Banking Specialist
Core
Front-line branch staff delivering in-branch banking services, account maintenance, and credit product applications to personal and small business customers.
Role type
Retail Banking Specialist (Branch)
Builds
In-branch banking experience and customer relationships
Domain
Financial Services / Retail Banking
Deliverable
product features
Required skills
Customer service, financial product knowledge, communication, problem solving, technology demonstration
Responsibilities
Conduct in-depth conversations about banking needs, support account maintenance, process credit applications, demonstrate digital banking options, solve customer problems