Experienced Customer Experience Banker – Building Strong Relationships and Driving Financial Growth at careerzynith

Remote Full-time
About careerzynith

At careerzynith, we're dedicated to delivering exceptional customer experiences that exceed our clients' expectations. As a leading financial institution, we're committed to fostering a culture of inclusivity, innovation, and community involvement. Our team of passionate professionals is empowered to make a meaningful impact on the lives of our customers, our bank, and our communities. If you're a driven and customer-focused individual who thrives in a dynamic environment, we invite you to join our team as an Experienced Customer Experience Banker.

Job Summary

As an Experienced Customer Experience Banker at careerzynith, you'll play a vital role in building and maintaining strong relationships with our consumer and business customers. You'll be responsible for identifying financial goals and needs, recommending tailored banking solutions, and delivering exceptional customer service. If you're a sales-driven professional with a passion for helping others achieve their financial objectives, we encourage you to apply for this exciting opportunity.

Duties & Responsibilities

As an Experienced Customer Experience Banker, you'll be responsible for:


Providing exceptional customer service and effectively resolving customer issues in a timely and professional manner.
Proactively identifying opportunities to grow customer relationships through pre-set appointments, Centers of Influence, a disciplined sales process, new customer follow-up program, and sourcing referrals from customers, colleagues, and partners.
Educating and referring customers to other areas of the bank to deepen relationships and build strong internal partnerships.
Educating customers on how to optimize their use of bank technology (online, mobile, and ATM banking).
Maintaining your knowledge of all products, services, technology, and policies to provide expert advice and guidance to customers.
Adhering to all operational, security, risk, and regulatory policies and procedures to ensure compliance and maintain a high level of customer satisfaction.
Performing other duties as assigned by management to support the growth and success of careerzynith.


Basic Qualifications

To be considered for this role, you'll need to possess:


A High School Diploma or GED and a minimum of 1 year of customer service and sales experience in banking, financial services, or goal-driven retail sales, or business-to-business sales experience or military service in an administration, contracting, civil affairs, or similar role.
Excellent communication and interpersonal skills, with the ability to build strong relationships with customers and colleagues.
A strong understanding of banking products and services, including deposit, loan, and investment products.
The ability to work in a fast-paced environment and adapt to changing priorities and deadlines.


Preferred Qualifications

While not required, the following qualifications are highly desirable:


A Bachelor's Degree in a related field, such as business, finance, or marketing.
1 year or more of experience in customer service and sales in banking, financial services, or goal-driven retail sales, or business-to-business sales experience.
Ability to build, deepen, and retain relationships with customers and colleagues.
Demonstrated acumen in banking, sales, investments, consumer lending, business banking, business lending, customer service, and presentation skills.
Excellent verbal and written communication skills, with the ability to communicate complex financial concepts to customers in a clear and concise manner.
Comfort with technology, including mobile services and online banking services.
Knowledge of consumer and business deposit products, including checking, savings, and loan products.


Exempt Status

This role is non-exempt, meaning you'll be eligible for overtime pay.

Workplace Type

As an Experienced Customer Experience Banker, you'll have the opportunity to work in a dynamic office environment, combining the best of both worlds: in-office and work-from-home arrangements. Our flexible work arrangement enables our teams to deepen connections, maintain a strong community, and do their best work.

Equal Employment Opportunity

careerzynith is an equal opportunity and affirmative action employer, committed to providing equal employment opportunities for all regardless of race, color, religion, sex, national origin, age, disability, sexual orientation, veteran status, gender identity, and expression, genetic information, or any other basis protected by local, state, or federal law.

Tobacco-Free Hiring Practice

careerzynith is a tobacco-free employer, and we encourage all applicants to visit our career website for more details.

Agency Statement

careerzynith does not accept solicitation from third-party recruiters for any position.

Immigration Benefits

careerzynith will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.

How to Apply

If you're a motivated and customer-focused professional who is passionate about delivering exceptional customer experiences, we encourage you to apply for this exciting opportunity. Please visit our career website to submit your application and join our team at careerzynith.

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