This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources
Job Summary
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources.
Responsibilities include accurately and efficiently processing cash transactions for clients as needed and having deep conversations with clients to gain in-depth knowledge of their financial and life priorities.
The company is committed to an inclusive workplace, attracting and developing exceptional talent, and supporting teammates’ physical, emotional, and financial wellness.
Matching Summary
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources.
Skills & Requirements
Must-have
Client relationship building
Financial needs assessment
Transaction processing efficiency
Adherence to laws and regulations
Self-service technology education
Nice-to-have
Sales experience
Financial services knowledge
Cash handling experience
Bilingual proficiency
Business development skills
Key Requirements
High School Diploma / GED / Secondary School or equivalent
One year of demonstrated successful sales experience