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.
Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the 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 engagement and transaction assistance
Educating clients on self-service
Accurate cash transaction processing
Deep client conversations
Connecting clients to financial solutions
Risk culture and operational excellence
Nice-to-have
Enthusiastic and results-driven
Collaborative relationship building
Passion for client financial well-being
Adaptability to new information
Strong critical thinking skills
Key Requirements
High School Diploma / GED / Secondary School or equivalent
Ability to work weekends and/or extended hours
Travel to any financial center location
One year of demonstrated successful sales experience
Six months of cash handling experience
Bachelor's Degree or business-relevant Associate’s Degree