Customer Experience Representative II

Job description

Customer Experience Representative II JOB SUMMARY: Deliver personalized service for account transactions in a professional and welcoming manner and assist customers in navigating their financial journey with confidence. Maintain proficiency with money handling functions to serve as a one-stop resource for customers or for branch coverage. Individually contribute a sharp presentation and exceptional experience to each and every customer. RESPONSIBILITIES: ESSENTIAL FUNCTIONS: a. Responsible for performing daily personal and business account services (checking, savings, CDs, IRAs, HSAs) that include opening, servicing, transaction processing and account maintenance in a timely, accurate and efficient manner per banking policy and procedures. b. Provide quality customer service to all customers and prospective customers. Greet clients and prospective clients extending courtesy, kindness, and genuine interest. c. Maintain knowledge of company products, services and promotions in order to respond to customer inquiries and complete needs assessments to refer appropriate banking products and services. d. Provide full-service banking to customers; educate on self-service, research and reso...