Bank Examiner

Job Summary:Bank Examiner

The Bank Examiner specializes in delivering an exceptional customer experience through sales, service, and digital engagement for both Consumer and Business Banking customers. This role supports daily branch operations, meets customer service and sales needs, and manages customer appointments to identify needs and refer complex issues to appropriate team members.

Key Responsibilities:

• Foster customer interaction by informing them about the range of Consumer and Business Banking solutions offered. Offer personalized recommendations to meet specific customer needs and advocate for the adoption of digital banking functionalities.
• Managing customer appointments and consultations involves handling scheduled or walk-in visits to determine their banking needs and ensure a seamless handoff to the appropriate banking staff for complex matters.
• Reach out to customers proactively to bolster retention and expand relationship networks.
• Reception Management: Manage the lobby reception effectively by welcoming customers, responding to inquiries, and taking responsibility for solving urgent banking needs.
• Support daily branch operations by assisting with customer transactions, resolving overdraft concerns, and maintaining conformity with internal procedures. Carry out operational tasks when necessary.
• Compliance and Risk Management Protocols: Staying informed about Anti-Money Laundering (AML), Bank Secrecy Act (BSA), and Know Your Customer (KYC) procedures. Identifying and escalating potential fraud cases. Ensuring operational and regulatory compliance.
• Customer Resolution: Efficiently manage customer complaints by accurately documenting and following up on them promptly. Ensure timely and effective resolution of customer issues.
• Sales Referrals involve identifying sales opportunities and referring clients to the proper banking collaborators for specific product solutions.

Scope of Responsibilities:

• Provide exceptional support and effectively resolve any customer issues that arise.
• Boost sales performance and enrich customer interactions at the branch location.
• Carry out multiple tasks within the branch environment, including initiating new account setups and facilitating loan originations, alongside addressing problems and handling transactional processes.
• Demonstrate empathy and customer-centric behavior, be adaptable to various needs, and show proficiency in digital fluency during all customer interactions.

Meeting the educational and experiential qualifications:

• Meeting the educational standard with either a high school diploma or GED.
• Candidates are expected to have a minimum of one year of experience in retail sales, call center roles, customer service, or telesales.
• Effective verbal and social communication aptitude.
• Skill in managing difficult customer conversations and diverse customer expectations.
• Well-organized with strong time management and prioritization skills.
• Capacity to excel under pressure while contributing to a swift team dynamic.
• Competence in utilizing online tools and resources.

Preferred Qualifications:

• Being bilingual as per the needs of the branch.
• Documented proficiency in sales outcomes or referral conversions.
• Physical Requirements:
• The aptitude for standing without sitting for an extended length of time.
• Extended engagement of hands and fingers for a prolonged duration.
• Proficient in lifting a range of objects, from light to heavy, typically weighing between 5 and 30 pounds.
• Knack for understanding fine print.
• Aptitude for face-to-face interactions with clients in a professional setting.

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