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 financial and life priorities and connect clients to solutions that meet financial goals.
Build relationships with clients to meet financial needs and manage financial center traffic, appointments, and outbound calls effectively.
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 transaction assistance
Educate on self-service resources
Accurate cash transaction processing
Deep client conversations
Connect clients to financial solutions
Manage financial center traffic
Nice-to-have
Drive client experience
Build business knowledge and network
Partner with experts
Recognize and reward performance
Inclusive workplace
Key Requirements
High School Diploma / GED / Secondary School or equivalent