Bilingual Screener (English/Spanish) contacting uninsured patients for government program eligibility at ECI. Assisting patients while adhering to confidentiality and compliance regulations.
About the role
- Relationship Banker engaging clients in Brooklyn for financial guidance and self-service transaction assistance. Ensuring a high-quality client experience while adhering to banking regulations.
Responsibilities
- Engaging clients in the lobby to educate and assist with conducting transactions through self-service resources
- Accurately and efficiently processing cash transactions for clients as needed
- Having deep conversations with clients to gain in-depth knowledge of the financial and life priorities
- Connecting clients to solutions that meet the financial goals
Requirements
- Experience in financial services and knowledge of financial services industry, products and solutions
- One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
- Six months of cash handling experience
- Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance
Benefits
- Paid time off
- Access to resources and support for employees
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