Demonstrates strong client engagement and relationship-building capabilities while effectively educating clients on financial services and self-service banking solutions. Possesses critical thinking and problem-solving skills to identify and connect clients with appropriate financial solutions.

Highest-signal resume keywords

Client EngagementCash Handling ExperienceFinancial Services KnowledgeEffective CommunicationSales Experience

About the role

Key responsibilities & impact

Engage clients in the lobby to educate and assist them with transactions through mobile banking, online banking, ATM, and other self-service resources
Accurately and efficiently process cash transactions
Conduct in-depth conversations to understand clients’ financial and life priorities
Connect clients with solutions that meet their financial goals
Execute the bank’s risk culture and pursue operational excellence
Build client relationships to meet financial needs
Follow established processes, guidelines, laws, and regulations
Partner with small business, lending, and investment experts to expand knowledge and networks
Manage financial center traffic, appointments, and outbound calls
Drive the client experience
Manage cash responsibilities

Requirements

What you’ll need

Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results
Effective collaboration and relationship-building skills
Passion, commitment, and drive to improve clients’ financial lives
Confidence identifying solutions for new and existing clients based on needs
Effective and confident communication; comfortable engaging all clients
Ability to learn and adapt to new information and technology platforms
Ability to educate clients on ATM, online banking, and mobile banking self-service transactions
Strong critical thinking and problem-solving skills
Ability to follow established processes and guidelines and comply with applicable laws and regulations
Efficient time and capacity management
Results-focused while acting in the client’s best interest
Must be able to work weekends and/or extended hours, potentially at any financial center within a reasonable distance
Minimum high school diploma, GED, secondary school, or equivalent
Desired: financial services experience and industry knowledge
Desired: one year of successful sales experience in a salary-plus-incentive environment with individual sales goals
Desired: six months of cash handling experience
Desired: bachelor’s degree or business-relevant associate degree

Benefits

Comp & perks

Industry-leading benefits
Paid time off
Resources and support to employees
In-office culture supporting collaboration, engagement, and career development
Opportunities to learn, grow, and make an impact

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Cash Transactions ProcessingMobile Banking EducationOnline Banking EducationATM Transactions EducationTime Management

Soft Skills

Relationship BuildingCritical ThinkingProblem SolvingSelf-MotivationAdaptability

Industry Keywords

Financial GoalsOperational ExcellenceRisk CultureComplianceSales Goals