Engage clients in the lobby to educate and assist with self-service transactions, and accurately process cash transactions
Job Summary
Engage clients in the lobby to educate and assist with self-service transactions, and accurately process cash transactions.
Build deep client relationships to understand financial priorities and connect them to solutions that meet their goals.
Grow business knowledge by partnering with experts in small business, lending, and investments, while managing financial center traffic and driving the client experience.
Matching Summary
Engage clients in the lobby to educate and assist with self-service transactions, and accurately process cash transactions.
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
Bilingual Spanish required
Nice-to-have
Enthusiastic and results-driven self-starter
Passion for improving clients' financial lives
Confident in identifying client solutions
Adaptable to new information and technology
Strong critical thinking and problem-solving
Key Requirements
High School Diploma / GED / Secondary School or equivalent
Must be able to work weekends and/or extended hours
Travel to any financial center location within a reasonable distance