Client-Centric Banking Advisor

Holiday Financial Services Corporation; Northern (KY); Hybrid; USD 32,000 - 40,000; 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 is seeking Universal Associates to provide a specialized banking experience. You will greet clients, discuss financial needs, and recommend suitable product solutions while maintaining accurate transactions and compliant procedures.

RESPONSIBILITIES include welcoming clients, opening accounts, processing transactions, and achieving performance targets for customer satisfaction and sales. This role emphasizes integrity, teamwork, and community engagement within a bank setting.

Qualifications

• High school diploma or GED required.
• Background screening will be conducted.
• Professional communication and interpersonal skills.
• Ability to read, comprehend, and interpret documents.
• Ability to travel occasionally to market areas and training sessions.

Responsibilities

• Greet clients and discuss opportunities; make product and service recommendations.
• Deliver an exceptional client experience with every interaction.
• Process accurate transactions, maintain client records, and handle account openings.
• Follow bank policies and procedures to ensure security and compliance.
• Meet or exceed performance targets for customer satisfaction and product sales.

Skills

Language skills

Technology skills

Mathematical skills

Reasoning ability

Physical demands

Education

GED or high school diploma

Tools

Core transaction system

Debit card system

Statement processing system

Job description

ESSA Bank is seeking Universal Associates to provide a specialized banking experience. You will greet clients, discuss financial needs, and recommend suitable product solutions while maintaining accurate transactions and compliant procedures.

RESPONSIBILITIES include welcoming clients, opening accounts, processing transactions, and achieving performance targets for customer satisfaction and sales. This role emphasizes integrity, teamwork, and community engagement within a bank setting.