Client Experience Banker & Self-Service Solutions Educator

Jobtailor; San Francisco (CA); On-site; USD 42,000 - 65,000; Full time

Job summary

Jobtailor in San Francisco seeks a client-focused banking associate to assist clients in the lobby, educate them on self-service resources, and guide them through cash transactions.

You will build relationships, uncover financial goals, and connect clients to suitable solutions while upholding the bank's risk culture and compliance. This role requires strong communication, problem-solving, and the ability to work weekends or extended hours at nearby branches.

Qualifications

• Enthusiastic, highly motivated self-starter with a strong work ethic.
• Collaborates to build and nurture relationships to serve clients.
• Delivers an experience that improves clients' financial lives.
• Identifies solutions for new and existing clients based on their needs.
• Communicates effectively with all clients and educates on self-service banking.
• Learns and adapts to new information and platforms.
• Educates clients on self-service transactions and adheres to laws/regulations.
• Follows established processes to do what is right for clients and the bank.

Responsibilities

• Engage clients in the lobby and educate on self-service resources.
• Process cash transactions accurately and efficiently.
• Develop client relationships and understand financial goals.
• Connect clients to solutions meeting financial needs.
• Uphold risk culture and operational excellence.
• Manage center traffic, appointments, and outbound calls.
• Drive the client experience and ensure compliance.

Skills

Client Engagement

Cash Transaction Processing

Relationship Building

Critical Thinking

Self-Service Technology Education

Job description

Jobtailor in San Francisco seeks a client-focused banking associate to assist clients in the lobby, educate them on self-service resources, and guide them through cash transactions.

You will build relationships, uncover financial goals, and connect clients to suitable solutions while upholding the bank's risk culture and compliance. This role requires strong communication, problem-solving, and the ability to work weekends or extended hours at nearby branches.