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Customer Banking Specialist Jobs

Executive Assistant - Us Customer Growth And Consumer Banking
By American Express At New York, NY, United States
Responsible for calendar management on a daily, weekly and monthly basis
Experience in providing support remotely to a geographically disbursed team
Manage meeting logistics (in-person and Webex)
Manage general follow-ups to effectively meet deadlines and commitments
Manage travel arrangements, as needed
Ideal candidate should have previous experience as an Executive Assistant
Customer Banking Coordinator - National Remote
By UnitedHealth Group At Dallas, TX, United States
Demonstrate knowledge of the fundamental practices and procedures of accounting, financial management and control.
Provide support for other staff members within Finance.
High school diploma / GED (or higher) OR equivalent work experience
3+ years of customer service experience analyzing and solving customer problems
Demonstrate PC skills and application of computer spreadsheets and databases
Beginner experience with Excel (Navigating through spreadsheets)
Customer Banking Specialist - Carnarvon 28.5 Hr/Week
By Commonwealth Bank At Country Homes, WA, United States
Build a personal connection with customers through meaningful conversations
Work with customers to help them use our in-branch technology and digital banking options
Ask about and respond to customers’ transactional needs in the branch, ensuring they leave satisfied
Complete Financial Health Checks to assess customers’ financial needs and identify any changes
Perform interviews and process applications for personal loans, credit cards and associated products
Adhere to the Bank’s processes and procedures, including accurately reconciling transactions and reviewing customers’ financial positions
Executive Assistant - Us Customer Growth And Consumer Banking
By Amex At , New York, Ny $24.05 - $48.10 an hour
Responsible for calendar management on a daily, weekly and monthly basis
Experience in providing support remotely to a geographically disbursed team
Manage meeting logistics (in-person and Webex)
Manage general follow-ups to effectively meet deadlines and commitments
Manage travel arrangements, as needed
Ideal candidate should have previous experience as an Executive Assistant

Are you looking for an exciting opportunity to use your customer service skills in the banking industry? We are looking for a Customer Banking Specialist to join our team and provide exceptional customer service to our clients. If you have a passion for helping people and a desire to work in a fast-paced environment, this could be the perfect job for you!

Overview A Customer Banking Specialist is responsible for providing customer service and support to customers in a banking environment. They are responsible for assisting customers with their banking needs, such as opening accounts, processing deposits and withdrawals, and providing advice on banking products and services. Detailed Job Description A Customer Banking Specialist is responsible for providing customer service and support to customers in a banking environment. They are responsible for assisting customers with their banking needs, such as opening accounts, processing deposits and withdrawals, and providing advice on banking products and services. They must be knowledgeable about banking regulations and procedures, and be able to answer customer questions and resolve customer issues. They must also be able to identify customer needs and recommend appropriate banking products and services. Job Skills Required
• Excellent customer service skills
• Strong communication and interpersonal skills
• Knowledge of banking regulations and procedures
• Ability to identify customer needs and recommend appropriate banking products and services
• Ability to work independently and as part of a team
• Proficiency in computer applications
Job Qualifications
• High school diploma or equivalent
• Previous experience in a banking or customer service role
• Knowledge of banking regulations and procedures
• Ability to work independently and as part of a team
Job Knowledge
• Knowledge of banking regulations and procedures
• Knowledge of customer service principles and practices
• Knowledge of banking products and services
• Knowledge of computer applications
Job Experience
• Previous experience in a banking or customer service role
• Previous experience in a customer-facing role
Job Responsibilities
• Provide customer service and support to customers in a banking environment
• Assist customers with their banking needs, such as opening accounts, processing deposits and withdrawals, and providing advice on banking products and services
• Identify customer needs and recommend appropriate banking products and services
• Answer customer questions and resolve customer issues
• Ensure compliance with banking regulations and procedures
• Maintain customer records and files
• Process customer transactions accurately and efficiently