Engaging clients in the lobby to educate and assist with transactions
Accurately and efficiently processing cash transactions
Having conversations with clients to gain financial and life priorities
Connecting clients to solutions that meet their financial goals
Requirements
Is an enthusiastic, highly motivated self-starter with a strong work ethic
Collaborates effectively to get things done
Displays passion, commitment and drive
Is confident in identifying solutions for clients
Communicates effectively and confidently
Has the ability to learn and adapt to new information and technology platforms
Applies strong critical thinking and problem-solving skills
Must be able to work weekends and/or extended hours
Desired Qualifications: Experience in financial services, one year of demonstrated successful sales experience, six months of cash handling experience, Bachelor's Degree or business-relevant Associate’s Degree
Benefits
Access to paid time off
Resources and support for employees to contribute to sustainable growth