Base: $25.00 - $27.88 hourly; bonus/equity: not sp...
Client transaction processing
Financial needs assessment
Self-service technology education
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.
Responsibilities include accurately and efficiently processing cash transactions for clients as needed and having deep conversations with clients to gain in-depth knowledge of their financial and life priorities.
This role is currently benefits eligible and provides industry-leading benefits, access to paid time off, resources and support to our employees.
Matching Summary
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources.
Salary
Base: $25.00 - $27.88 hourly; Bonus/Equity: Not specified; Benefits: Eligible
Skills & Requirements
Must-have
Client transaction processing
Financial needs assessment
Self-service technology education
Risk culture adherence
Operational excellence
Nice-to-have
Sales experience
Financial services knowledge
Business development
Client relationship building
Key Requirements
High School Diploma / GED / Secondary School or equivalent
One year of demonstrated successful sales experience
Six months of cash handling experience
Bachelor's Degree or business-relevant Associate’s Degree