Client Experience Associate

We are looking for a Client Experience Associate to deliver exceptional customer service and support financial wellbeing. Engage with customers, process transactions, and identify banking opportunities. Ideal for candidates with strong customer focus and up to one year of related experience.

Skills

• customer service
• banking products
• sales process
• fraud detection and prevention
• risk management
• problem solving
• digital awareness
• leveraging technology
• lobby engagement
• product knowledge
• accuracy and attention to detail
• referral generation
• managing multiple priorities
• accountability
• client loyalty
• proactive sales