Traveling Banking Concierge & Client Advocate

German American Bank; Simpsonville (KY); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

STD insurance

LTD insurance

Life insurance

Paid time off

Paid holidays

Bereavement leave

Education assistance

Parental bonding leave

Wellness benefits

Life event coverage

Service awards

401(k) match

Stock purchase plan

Discounts on services

Job summary

German American Bank is seeking a Traveling Customer Service Specialist who visits branch locations to greet clients and assist with their banking needs, offering exposure to banking, insurance, and wealth management. This role builds a foundation for a career in financial services.

You will travel among nearby branches, handle transactions, educate customers on products, and contribute to a high level of personal service across teams.

Qualifications

• Maintain confidentiality and discretion in handling client information.
• Listen carefully to understand client needs and educate on products.
• Willingness to travel among nearby branches and engage with customers.
• Build long-lasting relationships with clients and teams.

Responsibilities

• Greet clients and assist them with banking needs at multiple branches.
• Verify account information and perform loan and deposit transactions.
• Educate clients on German American products and services.
• Engage in friendly conversations to guide clients where to go next.

Skills

Confidentiality

Active listening

Identify customer needs

Travel between branches

Relationship building

Job description

German American Bank is seeking a Traveling Customer Service Specialist who visits branch locations to greet clients and assist with their banking needs, offering exposure to banking, insurance, and wealth management. This role builds a foundation for a career in financial services.

You will travel among nearby branches, handle transactions, educate customers on products, and contribute to a high level of personal service across teams.