Junior Branch Banking Specialist: Client Services

Socket.dev

Phoenix (AZ)

On-site

USD 23,000 - 30,000

Full time

4 days ago
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Job summary

Socket.dev is seeking a Branch Banking Client Consultant I in Phoenix, AZ to deliver front-line client service, assist with teller transactions, and support sales through client introductions and education. The role emphasizes accuracy, risk awareness, and collaborative teamwork.

You will help clients with accounts, education on products, and adherence to bank policies while contributing to branch growth and exceptional customer experiences.

Qualifications

  • Education level required: High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent.
  • Minimum experience required: Less than 2 years of customer service and sales experience.

Responsibilities

  • Sales Performance: Support team efforts to achieve growth targets in financial performance and client introductions to the right team member(s).
  • Client Experience: Provide positive client experience by assisting with account questions, problems, and complaints and provide timely resolution.
  • Risk Management: Deliver timely and accurate daily financial transactions and adhere to bank policies and regulations.

Skills

Action-oriented
Business Acumen
Approachability
Problem Solving
Priority Management
Relationship building
Positive culture

Education

High School / GED or equivalent

Job description

Socket.dev is seeking a Branch Banking Client Consultant I in Phoenix, AZ to deliver front-line client service, assist with teller transactions, and support sales through client introductions and education. The role emphasizes accuracy, risk awareness, and collaborative teamwork.

You will help clients with accounts, education on products, and adherence to bank policies while contributing to branch growth and exceptional customer experiences.

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