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 their financial and life priorities and connect them to solutions that meet their financial goals.
Build relationships with clients to meet financial needs while striving for operational excellence and driving the client experience.
Matching Summary
Engage 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
Cash transaction processing
Financial goal identification
Risk culture and operational excellence
Client experience management
Nice-to-have
In-depth client conversations
Connecting clients to solutions
Partnering with subject matter experts
Driving client experience
Building strong relationships
Key Requirements
High School Diploma / GED / Secondary School or equivalent