Client Experience Banker

United States Digital Space LLC; Columbia (KY); Hybrid; USD 21,000 - 28,000; Full time

Job summary

the company in Kentucky seeks a customer service professional to engage clients in the lobby, educate on self-service banking, and process cash transactions accurately. You will learn clients' financial priorities and connect them to suitable solutions.

Key duties include building client relationships, following risk and regulatory guidelines, and supporting growth through outbound interactions and cross-functional collaboration.

Qualifications

• Experience in financial services or customer interaction preferred.
• One year of sales experience in a salary plus incentive environment is a plus.
• Six months of cash handling experience is beneficial.
• Bachelor's or relevant associate degree in business/finance is desirable.

Responsibilities

• Engage clients in the lobby to educate and assist with self-service banking.
• Process cash transactions accurately and efficiently.
• Develop in-depth knowledge of clients' financial goals through conversations.
• Build relationships to meet clients' financial needs and expand services.
• Follow processes, comply with laws and regulations, and manage center traffic.
• Collaborate with experts in small business, lending, and investments as needed.

Skills

Adaptability

Customer focus

Oral communication

Problem solving

Relationship building

Business development

Pipeline management

Client management

Time management

Education

High School Diploma / GED

Business-related associate's degree (preferred)

Job description

the company in Kentucky seeks a customer service professional to engage clients in the lobby, educate on self-service banking, and process cash transactions accurately. You will learn clients' financial priorities and connect them to suitable solutions.

Key duties include building client relationships, following risk and regulatory guidelines, and supporting growth through outbound interactions and cross-functional collaboration.