Ability to educate clients on self-service technologies
Confident in identifying solutions for client needs
The role involves engaging clients in the lobby to educate them on conducting transactions through self-service resources like mobile banking and ATMs
Job Summary
The role involves engaging clients in the lobby to educate them on conducting transactions through self-service resources like mobile banking and ATMs.
Employees are expected to build deep relationships with clients to understand their financial priorities and connect them with appropriate solutions.
The position requires managing financial center traffic, appointments, and outbound calls while adhering to strict risk culture and operational excellence standards.
Matching Summary
The role involves engaging clients in the lobby to educate them on conducting transactions through self-service resources like mobile banking and ATMs.
Salary
Not specified; Not specified; Not specified
Skills & Requirements
Must-have
Strong work ethic and intense focus on results
Ability to educate clients on self-service technologies
Confident in identifying solutions for client needs
Willingness to work weekends and extended hours
Adherence to all applicable laws and regulations
Nice-to-have
Experience in financial services industry products
One year of demonstrated successful sales experience
Six months of cash handling experience
Bachelor's Degree or business-relevant Associate's Degree
Passion for improving clients' financial lives
Key Requirements
High School Diploma / GED required
Must be able to work weekends and extended hours
Ability to travel to any financial center location within reasonable distance