Engage clients in the lobby to educate and assist with conducting transactions through self-service resources
Job Summary
Engage clients in the lobby to educate and assist with conducting transactions through self-service resources.
Have deep conversations with clients to gain in-depth knowledge of financial and life priorities and connect clients to solutions that meet their financial goals.
Build relationships with clients to meet financial needs and manage financial center traffic, appointments, and outbound calls effectively.
Matching Summary
Engage clients in the lobby to educate and assist with conducting transactions through self-service resources.
Skills & Requirements
Must-have
Client transaction processing
Educate on self-service resources
Financial goal identification
Risk culture execution
Operational excellence
Client experience management
Nice-to-have
Enthusiastic and motivated self-starter
Passionate and committed
Confident in identifying solutions
Adaptable to new information
Strong critical thinking skills
Key Requirements
High School Diploma / GED / Secondary School or equivalent
Ability to work weekends and/or extended hours
Travel to any financial center location
One year of demonstrated successful sales experience
Six months of cash handling experience
Bachelor's Degree or business-relevant Associate’s Degree