Client Engagement Banking Advisor

Jobtailor; Commack (NY); On-site; USD 40,000 - 48,000; Full time

Job summary

Jobtailor in New York seeks a client service associate at our financial center to engage customers in the lobby, educate them on self-service resources, and assist with transactions through mobile, online, or ATM.

You will handle cash, build relationships, and guide clients toward financial solutions while following bank policies and regulatory requirements; weekend availability may be required.

Qualifications

• Enthusiastic, highly motivated self-starter with strong work ethic and results orientation.
• Collaborates effectively to build and nurture client relationships.
• Confident in identifying solutions for new and existing clients based on their needs.
• Strong communication and adaptability to learn new information and technology platforms.
• Experience in financial services and knowledge of financial products and solutions.
• Bachelor's Degree or relevant Associate’s Degree in business/finance.

Responsibilities

• Engage clients in the lobby to educate and assist with self-service banking resources.
• Process cash transactions accurately and efficiently for clients as needed.
• Conduct in-depth conversations to understand clients' financial goals and connect them to solutions.
• Execute the bank's risk culture and strive for operational excellence.
• Build relationships with clients to meet financial needs.
• Follow established processes and guidelines, adhering to laws and regulations.
• Grow knowledge by partnering with experts in small business, lending, and investments.
• Manage financial center traffic, appointments, and outbound calls.
• Drive the client experience and manage cash responsibilities.

Skills

Client Engagement

Cash Handling

Financial Services Knowledge

Sales Experience

Critical Thinking

Education

Bachelor's Degree

Associate's Degree in Business Management

Associate's Degree in Business Administration

Associate's Degree in Finance

Tools

Self-Service Tech

Mobile Banking

Online Banking

ATM Operations

Job description

Jobtailor in New York seeks a client service associate at our financial center to engage customers in the lobby, educate them on self-service resources, and assist with transactions through mobile, online, or ATM.

You will handle cash, build relationships, and guide clients toward financial solutions while following bank policies and regulatory requirements; weekend availability may be required.