Build a personal connection with customers through meaningful conversations and assist them with in-branch technology and digital banking options
Job Summary
Build a personal connection with customers through meaningful conversations and assist them with in-branch technology and digital banking options.
Complete Financial Health Checks to assess customers’ financial needs, perform interviews, and process applications for personal loans, credit cards, and associated products.
Proactively call customers to build rapport and invite them into the branch for a Financial Health Check or an appointment with a specialist, while adhering to bank processes and procedures.
Matching Summary
Build a personal connection with customers through meaningful conversations and assist them with in-branch technology and digital banking options.
Skills & Requirements
Must-have
Customer interaction and relationship building
Financial Health Checks
Processing loan and credit card applications
Adhering to bank processes and procedures
Capturing customer feedback and driving improvement
Nice-to-have
Passion for service excellence
Ability to work independently and refer specialists