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The role ensures compliance with bank policies, state and federal banking regulations, and maintains accurate, up-to-date customer information. Core duties include assisting with account setup, resolving account concerns, directing calls, transferring funds between accounts, and performing clerical record/file management. 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D.’s with minimal to no errors and complying with all account policies and procedures.  \n􀂃 Ensure customer accounts are up to date with the latest, most accurate information.  \n􀂃 Help customers by phone or electronically resolve problems or concerns with their accounts.  \n􀂃 Must have knowledge of all products and services the bank offers.  \n􀂃 Assist customers and potential customers in selecting the appropriate bank product or service for their needs.  \n􀂃 Maintain good customer relations and refer customers to the appropriate bank staff for new services.  \n􀂃 Assist with answering the telephone and directing phone calls to proper bank personnel.  \n􀂃 Handle phone call requests to transfer money between accounts.  \nCustomer Experience Specialist Page 1 of 3  \n􀂃 Perform clerical duties such as managing files and records.  \n􀂃 Contribute to a positive team environment through the department, branch, and Bank.  \n􀂃 Perform other duties and/or projects as assigned by management.  \n􀂃 Treats people with respect, keeps commitments, Inspires the trust of others, works ethically and with integrity, upholds organizational values, and accepts responsibility for own actions.  \n􀂃 Demonstrates knowledge of and adherence to EEO policy, shows respect and sensitivity for cultural differences, educates others on the value of diversity, promotes working environment free of harassment of any type, and builds a diverse workforce and supports affirmative action.  \n􀂃 Follows policies and procedures, completes administrative tasks correctly and on time, supports the Bank’s goals and values, and benefits the Bank through outside activities.  \n􀂃 Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one’s own actions and conduct.  \n\n| SECONDARY DUTIES\u003Cbr>The position of Customer Experience Specialist performs duties specific to the position and other functions as assigned. |\n| --- |\n| SUPERVISOR RESPONSIBILITY\u003Cbr>The position of Customer Experience Specialist is not responsible for the supervision of any employee(s) . |\n| ENVIRONMENT AND PHYSICAL ACTIVITY\u003Cbr>The incumbent is in a non-confined office-type setting in which he or she is free to move about at will. It may include some minor annoyances such as noise, odors, drafts, etc.\u003Cbr>The incumbent in the course of performing this position spends time writing, typing, speaking, listening, lifting (up to 10-20 pounds), driving, carrying, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, pulling, walking, standing, squatting, kneeling and reaching.\u003Cbr>The incumbent for this position may operate any or all of the following: telephone, cellular telephone, beeper, copy and fax machines, adding machine (calculator), check protector, microfilm equipment, encoder, money counter, credit card terminal, typewriter, computer terminal, personal computer and re","cbCaigV81CuB1IP7","https://ap.wps.com/l/cbCaigV81CuB1IP7","pdf",428164,"English","# Customer Experience Specialist\n## Summary\n## Essential Duties\n## Secondary Duties\n## Supervisor Responsibility\n## Environment and Physical Activity\n## Mental Demands\n## Minimum Requirements","[{\"question\":\"What are the main responsibilities of a Customer Experience Specialist?\",\"answer\":\"The specialist opens new accounts, updates existing accounts, and handles customer inquiries in person, by phone, or electronically while keeping information accurate and current.\"},{\"question\":\"What compliance responsibilities apply to this role?\",\"answer\":\"The position must follow all bank policies and procedures and comply with applicable state and federal banking regulations.\"},{\"question\":\"What are the minimum requirements for the role?\",\"answer\":\"A high school diploma or GED plus 1+ years of related experience and/or training is required, with experience aligned to cash handling and customer service, plus basic banking compliance knowledge and computer operation skills.\"}]","Customer Experience Specialist - Job Position Description - April 16, 2025 | PDF",1789349345]