Banking Experience Associate
2 weeks ago
About the Position
We are seeking a Banking Experience Associate to join our team. As a key member of our branch, you will provide exceptional service to our customers and prospects, identifying their needs and providing advice on financial solutions.
Key Responsibilities
- Deliver exceptional service to customers, including transactional and advisory support.
- Provide guidance on available digital options to make banking easy, simple, and fast.
- Engage customers in needs-based conversations to identify opportunities and address everyday banking plans and credit card needs.
- Support operational activities, such as inventory management and escalated service requests.
- Manage cash transactions and reconcile balances between treasury and branch units.
- Execute routine tasks within relevant service level agreements.
Requirements
- No prior experience necessary; post-secondary degree or certification is desirable.
- High-level knowledge of personal, commercial, and partner offers.
- Confident use of social media, tablets, smartphones, online tools, and applications.
- Skilled at helping customers gain confidence in using digital applications.
- Basic knowledge of specialized sales and business banking solutions.
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