
Senior Customer Experience Associate supporting branch clients through cash operations, KYC/AML compliance, and product referrals. Steps into acting team lead support by accepting pal for credit cards, lines of credit, and new accounts per week while meeting weekly goals. Partners with advisors to deliver personalized banking solutions and improve customer experience.
Cash handling
KYC verification
AML compliance
Transaction processing
Teller balancing
Branch audits
Customer relationship management
Needs assessment
Client referrals
Product recommendations