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.
The role involves having deep conversations with clients to gain in-depth knowledge of their financial and life priorities and connecting clients to solutions that meet their 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
Processing cash transactions accurately
Building client relationships
Adhering to laws and regulations
Nice-to-have
Enthusiastic and highly motivated
Strong work ethic and focus on results
Collaborates effectively
Passionate and committed
Confident in identifying solutions
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