Client Solutions Banking Advisor

Jobtailor; Long Beach (CA); On-site; USD 36,000 - 48,000; Full time

Job summary

Jobtailor is seeking a client-focused banking associate in Long Beach, CA to educate clients on self-service options and guide them through simple transactions using mobile and online banking, or ATMs. You will accurately process cash transactions, engage with customers to understand needs, and connect clients with appropriate financial solutions while complying with bank policies and regulations.

Strong communication, problem-solving, and time management skills are essential as you’ll work with

Qualifications

• Enthusiastic, motivated self-starter with strong work ethic and focus on results implemented for client benefit.
• Collaborates effectively to build and nurture relationships.
• Delivers an engaging banking experience and educates clients on self-service options.

Responsibilities

• Engage clients in the lobby to educate and assist with self-service banking transactions.
• Accurately process cash transactions for clients as needed.
• Discuss clients’ financial goals and connect them to suitable solutions.

Skills

Client Engagement

Self-Service Banking Education

Critical Thinking

Relationship Building

Time Management

Enthusiasm

Motivation

Communication

Adaptability

Collaboration

Tools

Cash Transaction Processing

Mobile Banking

Online Banking

ATM Operations

Job description

Jobtailor is seeking a client-focused banking associate in Long Beach, CA to educate clients on self-service options and guide them through simple transactions using mobile and online banking, or ATMs. You will accurately process cash transactions, engage with customers to understand needs, and connect clients with appropriate financial solutions while complying with bank policies and regulations.

Strong communication, problem-solving, and time management skills are essential as you’ll work with