Client Engagement & Financial Solutions Advisor

Jobtailor; Berlin (CT); On-site; USD 35,000 - 52,000; Full time

Job summary

Jobtailor is seeking a candidate who will engage clients in the lobby, educate them on self-service resources, and efficiently handle cash transactions. The role requires deep conversations to understand clients' financial priorities and to connect them with suitable solutions.

The ideal candidate has 1 year of sales experience with incentives and at least 6 months of cash handling, plus a business degree. A strong communicator with client education skills will thrive in this position.

Qualifications

• 1 year of successful sales experience in a salary plus incentive environment with individual sales goals.
• 6 months of cash handling experience.
• Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance.

Responsibilities

• Engaging clients in the lobby to educate and assist with conducting transactions through self-service resources.
• Accurately and efficiently processing cash transactions for clients.
• Having deep conversations with clients to gain knowledge of financial and life priorities and connecting clients to solutions.

Skills

Sales Experience

Cash Handling

Client Engagement

Communication

Education

Bachelor's Degree or Associate’s Degree in business/finance

Job description

Jobtailor is seeking a candidate who will engage clients in the lobby, educate them on self-service resources, and efficiently handle cash transactions. The role requires deep conversations to understand clients' financial priorities and to connect them with suitable solutions.

The ideal candidate has 1 year of sales experience with incentives and at least 6 months of cash handling, plus a business degree. A strong communicator with client education skills will thrive in this position.