Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned
Job Summary
Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned.
Deliver superior quality service, identifying and understanding the client’s financial needs.
Cross-trained to support sales and service activities, with a particular focus on assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities.
Matching Summary
Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned.
Skills & Requirements
Must-have
Client transaction completion
Accurate record keeping
Superior quality service
Outbound calling support
Integrated Relationship Management
Nice-to-have
Digital self-service education
Client outreach participation
Team sales process support
Key Requirements
High school diploma or equivalent
Two years of teller or cash handling experience
Six months of client relationship building or sales experience