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.
Responsibilities
Executes the bank's risk culture and strives for operational excellence
Builds relationships with clients to meet financial needs
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
Grows business knowledge and network by partnering with experts in small business, lending, and investments
Manages financial center traffic, appointments, and outbound calls effectively
Requirements
Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, building relationships, and connecting clients to financial solutions.
Locations (3)
Gaithersburg, Maryland, United States
Germantown, Maryland, United States
Montgomery Village, Maryland, United States
Compensation
Pay range $25.00 - $26.77 hourly pay, offers to be determined based on experience, education and skill set.
Requirements
High School Diploma / GED / Secondary School or equivalent
$28.85 - $33.65 hourly pay, offers to be determined based on experience, education and skill set.
Responsibilities
Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions
Recommends banking and investments strategies that align with client financial goals and needs
Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
Mitigates and controls risk as part of daily activities
Identifies and engages potential new clients through referrals or financial center clientele
Requirements
High School Diploma / GED / Secondary School or equivalent
Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience
Nice to have: FINRA Securities Industry Essentials (SIE)
Provide comprehensive advice and customized solutions to clients to help them achieve their financial goals.
Compensation
$28.85 - $33.65 hourly pay, offers to be determined based on experience, education and skill set.
Responsibilities
Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions
Recommends banking and investments strategies that align with client financial goals and needs
Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
Mitigates and controls risk as part of daily activities
Identifies and engages potential new clients through referrals or financial center clientele
Requirements
Bachelor’s degree
High School Diploma / GED / Secondary School or equivalent
Nice to have: Currently holds FINRA Securities Industry Essentials (SIE)
Nice to have: Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience
Nice to have: Learns and adapts to new technology or applications
Engage clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM.
Compensation
$25.00 - $26.77 hourly pay, offers to be determined based on experience, education and skill set.
Responsibilities
Accurately and efficiently process cash transactions for clients
Engage clients in deep conversations to gain in-depth knowledge of their financial and life priorities
Connect clients to solutions that meet their financial goals
Follow established processes and guidelines in daily activities to do what is right for clients and the bank
Manage time and capacity efficiently
Requirements
Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance
Provides comprehensive financial advice and customized solutions to clients, including planning, product recommendations, and referrals to internal partners.
Compensation
$28.85 - $33.65 hourly pay, offers to be determined based on experience, education and skill set.
Responsibilities
Works with clients to plan short and long‑term financial goals by building a financial plan with brokerage products
Recommends banking and investment strategies that align with client goals
Triages client requests and makes referrals to appropriate internal service providers
Mitigates and controls risk as part of daily activities
Identifies and engages potential new clients through referrals or financial center clientele
Requirements
High School Diploma / GED / Secondary School or equivalent