Customer Service Specialist
Core
Provide support and serve as the first point of contact for customers' retail banking needs at a local branch.
Role type
Customer Service Specialist / Personal Banker
Builds
Retail banking services including savings, insurance, and personal lending products
Domain
Banking / Retail Finance
Deliverable
product features
Required skills
sales, lending, customer service, compliance, product matching
Responsibilities
Help customers meet financial goals through savings, insurance, and lending products; deliver sales and lending results; solve customer problems by matching products to needs; adhere to policies and regulations.