Description
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. 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.
Responsibilities Engage and educate clients in the lobby, assist them with transactions via self-service resources, and develop deep conversations to understand their financial and life priorities.
Required Qualifications
Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
Collaborates effectively to get things done, building and nurturing strong relationships.
Displays passion, commitment and drive to deliver an experience that improves customers' financial lives.
Confident in identifying solutions for new and existing clients based on their needs.
Communicates effectively and confidently and is comfortable engaging all types of clients.
Has the ability to learn and adapt to new information and technology platforms.
Confident in educating clients on how to conduct simple banking transactions through self-service technologies (ATM, online banking, mobile banking).
Applies strong critical thinking and problem-solving skills to meet clients' needs.
Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
Efficiently manages time and capacity and focuses on results while acting in the best interest of the client.
Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance.
Desired Qualifications
Experience in financial services and knowledge of financial services industry, products and solutions.
One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
Six months of cash handling experience.
Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance.
Skills
Adaptability
Business Acumen
Customer and Client Focus
Oral Communications
Problem Solving Account Management
Client Experience Branding
Client Management
Client Solutions Advisory
Relationship Building
Business Development
Pipeline Management
Prospecting
Referral Identification
Referral Management
Minimum Education Requirement High School Diploma / GED / Secondary School or equivalent
Shift 1st shift (United States of America)
Hours Per Week 40
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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.
Responsibilities Engage and educate clients in the lobby, assist them with transactions via self-service resources, and develop deep conversations to understand their financial and life priorities.
Required Qualifications
Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
Collaborates effectively to get things done, building and nurturing strong relationships.
Displays passion, commitment and drive to deliver an experience that improves customers' financial lives.
Confident in identifying solutions for new and existing clients based on their needs.
Communicates effectively and confidently and is comfortable engaging all types of clients.
Has the ability to learn and adapt to new information and technology platforms.
Confident in educating clients on how to conduct simple banking transactions through self-service technologies (ATM, online banking, mobile banking).
Applies strong critical thinking and problem-solving skills to meet clients' needs.
Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
Efficiently manages time and capacity and focuses on results while acting in the best interest of the client.
Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance.
Desired Qualifications
Experience in financial services and knowledge of financial services industry, products and solutions.
One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
Six months of cash handling experience.
Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance.
Skills
Adaptability
Business Acumen
Customer and Client Focus
Oral Communications
Problem Solving Account Management
Client Experience Branding
Client Management
Client Solutions Advisory
Relationship Building
Business Development
Pipeline Management
Prospecting
Referral Identification
Referral Management
Minimum Education Requirement High School Diploma / GED / Secondary School or equivalent
Shift 1st shift (United States of America)
Hours Per Week 40
#J-18808-Ljbffr