Client-Focused Banking Concierge & Advisor

Bank N.A.; Town of Oconomowoc (WI); Presencial; USD 41.000 - 52.000; Jornada completa

Descripción de la vacante

Bank N.A. in Wisconsin is seeking a lobby leader to welcome customers, identify needs, and guide them to appropriate banking solutions and digital channels. You will conduct needs-based conversations about personal banking and credit cards, and support branch operations to meet business targets.

The role emphasizes excellent customer service, teamwork, and collaboration with branch partners to deliver a seamless banking experience across channels.

Formación

• Typically 1–2 years of relevant experience or equivalent education.
• Experience in consultative customer service or sales roles.
• Ability to refer to specialists for banking solutions.
• Strong communication and interpersonal skills.

Responsabilidades

• Welcome and assist customers in the lobby and promote digital/self-serve options.
• Identify customer needs and guide to appropriate banking solutions and channels.
• Conduct needs-based conversations about personal banking and credit cards.
• Support branch operations and risk/compliance processes as required.
• Collaborate with branch team to meet business results and customer experience goals.

Conocimientos

Customer service

Sales

Communication

Team collaboration

Problem solving

Herramientas

Smartphones

Tablets

Online tools

Descripción del empleo

Bank N.A. in Wisconsin is seeking a lobby leader to welcome customers, identify needs, and guide them to appropriate banking solutions and digital channels. You will conduct needs-based conversations about personal banking and credit cards, and support branch operations to meet business targets.

The role emphasizes excellent customer service, teamwork, and collaboration with branch partners to deliver a seamless banking experience across channels.