This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM
Job Summary
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM.
Key responsibilities include accurately and efficiently processing cash transactions for clients as needed.
Responsibilities include executing the bank's risk culture and striving for operational excellence, 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, such as mobile banking, online banking, or ATM.
Skills & Requirements
Must-have
Client engagement and transaction assistance
Educating clients on self-service resources
Processing cash transactions accurately
Building client relationships for financial goals
Adhering to laws and regulations
Driving client experience
Nice-to-have
Enthusiastic and highly motivated
Strong work ethic and results focus
Collaborates effectively with teammates
Passionate and committed to client success
Confident in identifying client solutions
Adapts to new information and technology
Key Requirements
One year of demonstrated successful sales experience
Six months of cash handling experience
Bachelor's Degree or business-relevant Associate’s Degree