Customer Care Associate

Be the First Impression of Synergy Bank

At Synergy Bank, we believe exceptional service begins the moment a customer walks through our doors. We're seeking a friendly, energetic, and service-focused Customer Care Associate to create a welcoming experience for every customer who visits or contacts our branch.

This role is similar to a concierge position, serving as the first point of contact for customers and helping ensure their experience is seamless from arrival to departure. You'll greet customers, connect them with the right team members, answer incoming calls, maintain a welcoming lobby environment, and help create the personalized service experience that sets community banking apart.

If you enjoy building relationships, helping people, and creating positive experiences, we'd love to hear from you.

What You'll Do

• Welcome customers and visitors with warmth, professionalism, and a genuine desire to help.
• Guide customers to the appropriate lender or team member based on their needs.
• Answer incoming phone calls and provide prompt, courteous assistance.
• Maintain an inviting customer environment, including keeping the coffee station, refreshment area, and lobby stocked, organized, and customer-ready.
• Follow up with customers after branch visits when appropriate to ensure satisfaction.
• Assist customers with routine account service requests.
• Help customers with online banking enrollment, debit card services, and check orders.
• Escort customers to the safe deposit box area when needed.
• Support branch staff in delivering an outstanding customer experience.
• Serve as an ambassador for Synergy Bank's commitment to personalized service.