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 their financial and life priorities and connecting clients to solutions that meet their financial goals.
Responsibilities:
- Execute the bank's risk culture and strive for operational excellence
- Build relationships with clients to meet their financial needs
- Follow established processes and guidelines to do what is right for clients and the bank, adhering to all applicable laws and regulations
- Grow business knowledge and network by partnering with experts in small business, lending, and investments
- Manage financial center traffic, appointments, and outbound calls effectively
- Drive the client experience
- Manage cash responsibilities
Required Qualifications:
- Enthusiastic, highly motivated self-starter with a strong work ethic and results-oriented mindset
- Ability to collaborate effectively and build strong relationships
- Passionate about delivering an improved financial experience for clients
- Confident in identifying solutions for clients based on their needs
- Effective and confident communicator, comfortable engaging with all clients
- Ability to learn and adapt to new information and technology platforms
- Confident in educating clients on self-service banking transactions
- Strong critical thinking and problem-solving skills
- Adherence to established processes and legal regulations
- Efficient time and capacity management
- Results-focused, acting in clients' best interests
- Flexible to work weekends and extended hours as needed
Desired Qualifications:
- Experience in financial services and knowledge of industry products and solutions
- At least one year of successful sales experience with individual sales goals
- Six months of cash handling experience
- Bachelor’s degree or relevant associate degree in business 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 and Management
Shift: 1st shift (United States of America)
Hours Per Week: 40
Pay Range: $24.00 - $26.27 hourly, based on experience, education, and skills.
This role is benefits eligible, offering industry-leading benefits, paid time off, and resources to support employee impact and community contribution.