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.
The role requires having deep conversations with clients to gain in-depth knowledge of their financial and life priorities and connecting clients to solutions that meet their financial goals.
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 transaction processing
Financial goal identification
Self-service technology education
Risk culture adherence
Operational excellence
Nice-to-have
Sales experience
Financial services knowledge
Bachelor's Degree
Business acumen
Adaptability
Key Requirements
High School Diploma / GED / Secondary School or equivalent