Virtual Banker - Client Experience Associate

About the position Responsibilities • Respond to client inquiries in a friendly and courteous manner. • Resolve client service inquiries and issues on the first call. • Educate clients on the fundamentals and benefits of products and services. • Identify and escalate issues that negatively impact the client experience. • Ensure a seamless and unforgettable experience for clients. Requirements • High school diploma or equivalent required. • Minimum two years of customer service experience or equivalent combination of education, training, and experience. • Strong computer skills and ability to use multiple applications simultaneously. • Bilingual in English and Spanish is a plus. • Excellent verbal and written communication skills with emphasis on grammar and etiquette. • Strong problem-solving skills, customer advocacy, attention to detail expertise, and a commitment to maintaining confidentiality. Nice-to-haves • Bilingual in English and Spanish is a plus. Benefits • Medical with wellness incentives • Dental insurance • Vision insurance • HSA with company match • Maternity and parental leave • Tuition reimbursement • Mentor program • 401(k) with 6% match Apply tot his job Apply To this Job