Customer Banking Specialist
Core
Front-line customer service role at a bank branch, acting as the first point of contact to guide customers to appropriate channels and support their banking needs.
Role type
Customer Banking Specialist (Branch)
Builds
Seamless in-branch banking experience for personal and small business customers
Domain
Financial Services / Retail Banking
Deliverable
client delivery
Required skills
Customer service, communication, in-branch technology demonstration, branch operations management
Responsibilities
Greet customers and understand their enquiries, guide customers to appropriate channels, build personal connections through meaningful conversations, demonstrate in-branch technology and digital banking options, monitor branch movements to ensure efficiency and customer satisfaction