Assist with transactions through self-service resources
Process cash transactions accurately and efficiently
Gain in-depth knowledge of client financial priorities
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM
Job Summary
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM.
Key responsibilities include accurately and efficiently processing cash transactions for clients as needed.
Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
Matching Summary
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM.
Skills & Requirements
Must-have
assist with transactions through self-service resources
process cash transactions accurately and efficiently
gain in-depth knowledge of client financial priorities
connect clients to solutions that meet financial goals
executes the bank's risk culture
drives the client experience
Nice-to-have
passion, commitment and drive to deliver
collaborates effectively to get things done
strong work ethic and intense focus on results
Key Requirements
enthusiastic, highly motivated self-starter
confident in identifying solutions for new and existing clients
ability to learn and adapt to new information
confident in educating clients on self-service technologies
strong critical thinking and problem-solving skills