Client Banking Advisor - Growth & Solutions

Holiday Financial Services Corporation; Northern (KY); Hybrid; USD 32,000 - 52,000; Full time

Benefits offered by this job

Paid Time Off

Employee Assistance Program

Employee Health & Wellness Program

Special Loan and Deposit rates

Rewards & Recognition Programs

Job summary

ESSA Bank seeks a Universal Associate to greet clients, discuss financial needs, and provide tailored banking solutions. You will perform transactions, open accounts, and support retail lending with a focus on accuracy and compliance.

The role emphasizes client-first service, adherence to policies, and achievement of satisfaction and sales targets while participating in community outreach and professional development opportunities.

Qualifications

• High school diploma or GED required; related experience preferred.
• Ability to read, comprehend, and interpret documents; effective communication.
• Basic math and financial calculations with accuracy.
• Strong reasoning to solve problems and follow instructions.
• Must meet physical demands of standing or sitting and occasional lifting.

Responsibilities

• Greet clients enthusiastically and engage in conversations to uncover opportunities and recommend products.
• Deliver exceptional banking experiences with every interaction.
• Perform accurate transactions, account maintenance, and retail lending at a high level.
• Follow bank policies and procedures to ensure security and compliance.
• Meet or exceed performance targets related to customer satisfaction and financial wellness conversations.

Skills

Language skills

Technology skills

Math skills

Reasoning ability

Physical demands

Education

High school diploma or GED

Tools

Core transaction system

Debit card system

Statement processing system

Job description

ESSA Bank seeks a Universal Associate to greet clients, discuss financial needs, and provide tailored banking solutions. You will perform transactions, open accounts, and support retail lending with a focus on accuracy and compliance.

The role emphasizes client-first service, adherence to policies, and achievement of satisfaction and sales targets while participating in community outreach and professional development opportunities.