Client Engagement & Financial Solutions Advisor

Jobtailor; Horsham (PA); On-site; USD 21,000 - 28,000; Full time

Job summary

Jobtailor in Horsham, PA is seeking a client-focused Teller to educate customers and assist with self-service banking options, including mobile, online banking, and ATM use. You will accurately process cash transactions, engage clients to understand their financial goals, and connect them with suitable financial solutions, all while meeting sales targets in a friendly, fast-paced environment.

This role requires experience in financial services, cash handling, and a Bachelor's degree or

Qualifications

• Experience in financial services and knowledge of financial services industry, products and solutions.
• 1 year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
• Six 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, such as mobile banking, online banking, or ATM.
• Accurately and efficiently processing cash transactions for clients as needed.
• Having deep conversations with clients to gain in-depth knowledge of the financial and life priorities.
• Connecting clients to solutions that meet the financial goals.

Skills

Sales experience

Client engagement

Cash handling

Relationship building

Problem solving

Education

Bachelor's degree or relevant Associate’s Degree

Tools

Cash Handling Systems

Mobile Banking Platforms

Online Banking Platforms

ATM Operations

Job description

Jobtailor in Horsham, PA is seeking a client-focused Teller to educate customers and assist with self-service banking options, including mobile, online banking, and ATM use. You will accurately process cash transactions, engage clients to understand their financial goals, and connect them with suitable financial solutions, all while meeting sales targets in a friendly, fast-paced environment.

This role requires experience in financial services, cash handling, and a Bachelor's degree or