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
Educating clients on self-service
Accurate cash transaction processing
Financial goals and solutions identification
Risk culture and operational excellence
Nice-to-have
Sales experience in salary plus incentive
Financial services industry knowledge
Bachelor's or Associate's Degree
Key Requirements
High School Diploma / GED / Secondary School or equivalent