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Client Engagement Partner
Luminate Bank. Deliver a high-quality, personalized customer experience through prompt responses, efficient issue resolution, and seamless in-branch and digital service .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in delivering high-quality customer service and managing banking transactions while ensuring compliance with regulatory requirements. Proficient in account management, problem resolution, and consultative selling to enhance customer relationships.
Highest-signal resume keywords
Customer Service ExperienceBanking TransactionsAccount ManagementConsultative SellingRegulatory Compliance
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Banking TransactionsAccount MaintenanceConsumer Loan ProcessingCross-SellingMicrosoft Office Proficiency
Soft Skills
Attention to DetailVerbal CommunicationWritten CommunicationMulti-TaskingPrioritization
Tools & Technologies
Digital Banking Tools
Industry Keywords
Consumer AccountsBusiness AccountsFraud ResolutionOperational DisciplineCustomer Outreach
About the role
Key responsibilities & impact- Deliver a high-quality, personalized customer experience through prompt responses, efficient issue resolution, and seamless in-branch and digital service
- Perform accurate banking transactions, including teller functions, while complying with bank policies and regulatory requirements
- Open and service consumer and business accounts
- Manage account maintenance requests, problem resolution, and fraud-related inquiries
- Engage customers in needs-based conversations and recommend appropriate products and services
- Support relationship deepening through consultative cross-selling
- Provide information about bank products, services, and digital banking tools
- Maintain organization and operational discipline for daily branch activities
- Collaborate with team members to ensure consistent service delivery
- Assist with branch initiatives, customer outreach, and community involvement
- Process and close consumer loan requests, including installment loans and home equity lines of credit
Requirements
What you’ll need- One year of customer service, providing a high-quality experience
- Proficient with Microsoft Office programs, or ability to learn them quickly
- Strong attention to detail
- Excellent verbal and written communication skills
- Ability to multi-task and prioritize items based on customer needs
- High school degree or equivalent
Benefits
Comp & perks- Competitive compensation reliant on ability and experience
- Excellent benefits package including health, dental & vision
- Life and AD&D Insurance
- Additional voluntary benefit possibilities
- 401K with robust company match
- Flexible PTO program
- Opportunity to work for the Midwest’s fastest growing lender