Financial Solutions Advisor

Jobtailor; Bowie (MD); On-site; USD 32,000 - 42,000; Full time

Job summary

Jobtailor is seeking a customer-focused bank client service representative in Bowie, MD to educate clients in the lobby and assist with self-service banking.

You will accurately handle cash transactions, engage clients to understand their financial goals, and connect them to appropriate solutions while following all laws and bank policies.

The ideal candidate is a motivated self-starter, communicates clearly, learns new technology quickly, and can work weekends or extended hours at nearby centers.

Qualifications

• Self-starter with strong work ethic and results focus.
• Collaborates effectively to build strong relationships.
• Passion and drive to improve clients' financial lives.
• Identifies solutions based on client needs.
• Effective communicator comfortable engaging all clients.
• Able to learn and adapt to new technology platforms.
• Educates clients on self-service banking (ATM, online/mobile).
• Uses critical thinking and problem solving to meet needs.
• Follows bank guidelines and laws.
• Manages time and capacity efficiently.
• Focuses on results while acting in clients' best interest.
• Available to work weekends/extended hours at multiple locations.

Responsibilities

• Educate and assist clients with self-service transactions in lobby.
• Process cash transactions accurately and efficiently.
• Have in-depth conversations to understand financial goals and connect to solutions.

Skills

Customer service

Communication skills

Sales-oriented

Problem solving

Time management

Job description

Jobtailor is seeking a customer-focused bank client service representative in Bowie, MD to educate clients in the lobby and assist with self-service banking.

You will accurately handle cash transactions, engage clients to understand their financial goals, and connect them to appropriate solutions while following all laws and bank policies.

The ideal candidate is a motivated self-starter, communicates clearly, learns new technology quickly, and can work weekends or extended hours at nearby centers.