Description
:
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
Responsibilities:
1. Executes the bank's risk culture and strives for operational excellence
2. Builds relationships with clients to meet financial needs
3. Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
4. Grows business knowledge and network by partnering with experts in small business, lending, and investments
5. Manages financial center traffic, appointments, and outbound calls effectively
6. Drives the client experience
7. Manages cash responsibilities
Required Qualifications:
8. Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
9. Collaborates effectively to get things done, building and nurturing strong relationships
10. Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
11. Is confident in identifying solutions for new and existing clients based on their needs
12. Communicates effectively and confidently and is comfortable engaging all clients
13. Has the ability to learn and adapt to new information and technology platforms
14. Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
15. Applies strong critical thinking and problem-solving skills to meet clients' needs
16. Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
17. Efficiently manages time and capacity
18. Focuses on results while acting in the best interest of the client
19. Can be flexible to work weekends and/or extended hours as needed
Desired Qualifications:
20. Experience in financial services and knowledge of financial services industry, products and solutions
21. One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
22. Six months of cash handling experience
23. Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance
24. Bilingual (fluent verbal and written)
Skills:
25. Adaptability
26. Business Acumen
27. Customer and Client Focus
28. Oral Communications
29. Problem Solving
30. Account Management
31. Client Experience Branding
32. Client Management
33. Client Solutions Advisory
34. Relationship Building
35. Business Development
36. Pipeline Management
37. Prospecting
38. Referral Identification
39. Referral Management
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - MD - Bethesda - 10400 Old Georgetown Rd - Democracy Boulevard (MD9917), US - MD - Bethesda - 6822 Wisconsin Ave - Cornerstone of Bethesda FC (MD4796), US - MD - Olney - 3200 Olney Sandy Spring Rd - Olney (MD9948), US - MD - Potomac - 10000 Falls Rd - Potomac (MD9950), US - MD - Potomac - 11317 Seven Locks Rd - Cabin John (MD4797), US - MD - Rockville - 11800 Rockville Pike - Montrose (MD9943), US - MD - Rockville - 12099 Rockville Pike - Flagship Center (MD4576), US - MD - Rockville - 15215 Shady Grove Rd - RESEARCH BLVD BC (MD4765), US - MD - Rockville - 275 N WASHINGTON ST (MD9104), US - MD - Silver Spring - 10151 Colesville Rd - Woodmoor (MD9974), US - MD - Silver Spring - 11499 Columbia Pike - White Oak (MD9971), US - MD - Silver Spring - 12125 Veirs Mill Rd - VEIRS MILL BC (MD9968), US - MD - Silver Spring - 13311 New Hampshire Ave - Colesville (MD9913), US - MD - Silver Spring - 13711 Connecticut Ave - Aspen Hill (MD4574), US - MD - Wheaton - 2601 University Blvd W (MD9970)Pay and benefits informationPay range$24.00 - $26.27 hourly pay, offers to be determined based on experience, education and skill set.Predictable payThis role is compensated with a base salary and is not incentive eligible.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.