Engage clients in the lobby to educate and assist with self-service transactions, and accurately process cash transactions
Job Summary
Engage clients in the lobby to educate and assist with self-service transactions, and accurately process cash transactions.
Conduct deep client conversations to understand financial priorities and connect them to solutions that meet their goals.
Grow business knowledge by partnering with experts in small business, lending, and investments, while managing financial center traffic and driving the client experience.
Matching Summary
Engage clients in the lobby to educate and assist with self-service transactions, and accurately process cash transactions.
Skills & Requirements
Must-have
Client engagement and education
Transaction processing
Financial needs assessment
Risk culture and operational excellence
Adherence to laws and regulations
Nice-to-have
Building strong client relationships
Collaborating effectively with colleagues
Passion for improving client financial lives
Adaptability to new information
Critical thinking and problem-solving
Key Requirements
High School Diploma / GED / Secondary School or equivalent