Branch Customer Experience & Growth Executive

PeopleStrong; Town of Florida (NY); On-site; USD 42,000 - 66,000; Full time

Job summary

PeopleStrong in New York state invites applications for a role focused on growing customer relationships and driving lending product adoption. You will promote services, cross-sell offerings, and support branch profitability through effective process adherence and data maintenance.

The candidate should be a Graduate with freshers or up to 1 year in lending/financial services, and strong communication in English and local language to engage customers and referrals.

Qualifications

• Ability to understand and implement processes to ensure operational efficiency.
• Proven capability to cross-sell/upsell products and services.
• Ability to develop business and relationships with customers and prospects.
• Fluent communication in English and local language for customer interactions.

Responsibilities

• Build and maintain positive relationships with customers, contacts, and prospects.
• Promote and represent products and services, focusing on cross-sell opportunities.
• Support branch profitability by achieving productivity and process adherence targets.
• Handle day-to-day transactions and data/records accurately.
• Drive customer acquisition through referrals and promotional activities.
• Contribute to forecasting and monthly performance goals.

Skills

Process Knowledge

Cross Selling / Upselling

Business Development

Communication Skills

Education

Graduate

Job description

PeopleStrong in New York state invites applications for a role focused on growing customer relationships and driving lending product adoption. You will promote services, cross-sell offerings, and support branch profitability through effective process adherence and data maintenance.

The candidate should be a Graduate with freshers or up to 1 year in lending/financial services, and strong communication in English and local language to engage customers and referrals.