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.
Key responsibilities include accurately and efficiently processing cash transactions for clients as needed.
Responsibilities include building relationships with clients to meet financial needs and managing financial center traffic, appointments, and outbound calls effectively.
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 engagement and education
Self-service transaction assistance
Accurate cash transaction processing
Financial goal identification
Risk culture and operational excellence
Adherence to laws and regulations
Nice-to-have
Building strong client relationships
Driving client experience
Adaptability to new information
Critical thinking and problem-solving
Effective time management
Key Requirements
High School Diploma / GED / Secondary School or equivalent
Ability to work weekends and/or extended hours
Ability to travel to any financial center location