This job involves engaging clients in the lobby to educate and assist with transactions through self-service resources like mobile banking, online banking, or ATMs. Key responsibilities include accurately processing cash transactions and having in-depth conversations to understand clients' financial and life priorities, connecting them to suitable solutions.
Responsibilities:
1. Execute the bank's risk culture and strive for operational excellence.
2. Build relationships with clients to meet their financial needs.
3. Follow established processes and guidelines, adhering to laws and regulations.
4. Expand business knowledge by partnering with experts in small business, lending, and investments.
5. Manage traffic, appointments, and outbound calls effectively.
6. Enhance the client experience.
7. Manage cash responsibilities.
Required Qualifications:
* Enthusiastic, motivated self-starter with a strong work ethic and results-driven mindset.
* Effective collaborator with strong relationship-building skills.
* Passionate about improving clients’ financial lives.
* Confident in identifying solutions based on client needs.
* Effective communicator, comfortable engaging with all clients.
* Ability to learn and adapt to new information and technology.
* Confident in educating clients on using self-service banking technologies.
* Strong critical thinking and problem-solving skills.
* Adherence to established processes and legal requirements.
* Efficient time and capacity management.
* Results-focused, acting in clients' best interests.
* Flexible to work weekends or extended hours as needed.
Desired Qualifications:
* Experience in financial services and knowledge of industry products and solutions.
* At least one year of successful sales experience with individual sales goals.
* Six months of cash handling experience.
* Bachelor’s degree or relevant associate degree (business management, administration, finance).
Skills:
* Adaptability
* Business Acumen
* Customer and Client Focus
* Effective Communication
* Problem Solving
* Account and Client Management
* Client Experience Branding
* Relationship Building
* Business Development
* Pipeline Management
* Prospecting
* Referral Identification and Management
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift: 1st shift (United States of America)
Hours Per Week: 40
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