Engage clients in the lobby to educate and assist with self-service transactions, processing cash as needed
Job Summary
Engage clients in the lobby to educate and assist with self-service transactions, processing cash as needed.
Build relationships with clients to understand their financial priorities and connect them to solutions that meet their goals.
Drive the client experience by managing traffic, appointments, and outbound calls effectively, while adhering to risk culture and operational excellence.
Matching Summary
Engage clients in the lobby to educate and assist with self-service transactions, processing cash as needed.
Skills & Requirements
Must-have
Client relationship building
Financial needs assessment
Self-service technology education
Cash transaction processing
Adherence to laws and regulations
Nice-to-have
Enthusiastic self-starter
Collaborative team player
Passionate client advocate
Adaptable to new information
Strong critical thinking skills
Key Requirements
High School Diploma / GED / Secondary School or equivalent