Client Experience Associate

Become part of our team as a Client Experience Associate, delivering tailored customer service and supporting financial wellbeing. Engage with customers, process transactions, and identify banking opportunities. Ideal for individuals 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
• bilingual spanish
• proactive sales
• managing multiple priorities
• identifying opportunities
• referral generation
• matrix management