Client Banking Advisor & Solutions Coach

Holiday Financial Services Corporation; Upper Darby (Delaware County); On-site; USD 35,000 - 45,000; Full time

Benefits offered by this job

Medical insurance

401K with company match

Paid Time Off

Employee Assistance Program

Job summary

Holiday Financial Services Corporation is looking for dedicated Universal Associates to provide a specialized banking experience to clients. Candidates should be self-motivated individuals who can deliver exceptional client service while following the bank’s philosophy of Positive Energy, Positive Outcomes.

The position includes responsibilities such as greeting clients warmly, performing transactions, and meeting customer satisfaction targets. A high school diploma is required, and relevant experience is preferred.

Qualifications

• Ability to read and interpret documents.
• Professional communication and interpersonal skills.
• Good digital literacy including email and internet use.

Responsibilities

• Greet clients and recommend solutions.
• Perform accurate transactions and account opening.
• Meet performance targets for customer satisfaction and sales.

Skills

Positive attitude

Client focus

Communication skills

Leadership

Integrity

Education

High school diploma or GED

Job description

Holiday Financial Services Corporation is looking for dedicated Universal Associates to provide a specialized banking experience to clients. Candidates should be self-motivated individuals who can deliver exceptional client service while following the bank’s philosophy of Positive Energy, Positive Outcomes.

The position includes responsibilities such as greeting clients warmly, performing transactions, and meeting customer satisfaction targets. A high school diploma is required, and relevant experience is preferred.