Engage clients in the lobby to educate and assist with self-service transactions, accurately and efficiently processing cash as needed
Job Summary
Engage clients in the lobby to educate and assist with self-service transactions, accurately and efficiently processing cash as needed.
Have deep conversations with clients to understand their financial and life priorities, connecting them to solutions that meet their goals.
Build relationships with clients to meet financial needs, partnering with experts in small business, lending, and investments to grow business knowledge.
Matching Summary
Engage clients in the lobby to educate and assist with self-service transactions, accurately and efficiently processing cash as needed.
Skills & Requirements
Must-have
Client relationship building
Financial needs assessment
Self-service technology education
Cash transaction processing
Risk culture adherence
Operational excellence
Nice-to-have
Enthusiastic self-starter
Strong work ethic
Passion and commitment
Adaptability to new information
Critical thinking and problem-solving
Key Requirements
High School Diploma / GED / Secondary School or equivalent
Ability to work weekends and/or extended hours
Travel to any financial center location within a reasonable distance