Client Relationship & Financial Solutions Advisor

Jobtailor; Providence (RI); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Sales incentives

Opportunities for advancement

Job summary

Jobtailor in Providence, RI seeks a client-focused associate to engage clients in lobby, educate on self-service resources, and guide transactions. You will handle cash and connect clients to financial solutions that meet their goals.

The role requires knowledge of financial services, cash handling, and a proven sales track record in a salary-plus-incentive setting, with a Bachelor's or relevant Associate’s degree.

Qualifications

• Experience in financial services and knowledge of financial services industry, products and solutions.
• One 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
• Accurately and efficiently processing cash transactions for clients as needed
• Having deep conversations with clients to gain in-depth knowledge of their financial and life priorities and connecting them to solutions that meet their financial goals

Skills

Cash handling

Sales experience

Financial services knowledge

Client engagement

Education

Bachelor's degree

Associates degree in business/finance

Job description

Jobtailor in Providence, RI seeks a client-focused associate to engage clients in lobby, educate on self-service resources, and guide transactions. You will handle cash and connect clients to financial solutions that meet their goals.

The role requires knowledge of financial services, cash handling, and a proven sales track record in a salary-plus-incentive setting, with a Bachelor's or relevant Associate’s degree.