Customer Banking Specialist - Concierge
Core
Deliver seamless banking experiences and holistic financial solutions to personal and small business customers in a retail branch setting.
Role type
Retail banking specialist (concierge)
Builds
In-branch customer service, digital adoption, and financial health assessments
Domain
Retail banking
Deliverable
client delivery
Required skills
customer relationship building, transactional processing, loan and credit card application processing, financial health assessment, in-branch technology guidance, community engagement
Preferred skills
ability to work independently, referral skills, adaptability in busy commercial environments
Responsibilities
Build personal connections with customers, assist with in-branch technology and digital banking, process loan and credit card applications, conduct Financial Health Checks, proactively invite customers for appointments, reconcile transactions, participate in community events
Seniority
Individual contributor
