Demonstrates strong relationship-building and communication skills to effectively engage clients and understand their financial needs. Proficient in cash handling and knowledgeable about financial services products, with a commitment to operational excellence and adherence to regulations.

Highest-signal resume keywords

Financial Services ExperienceCash Handling ExperienceSales ExperienceClient Relationship ManagementEffective Communication Skills

About the role

Key responsibilities & impact

Engage clients in the lobby to educate and assist with transactions through mobile banking, online banking, and ATM self-service resources
Accurately and efficiently process cash transactions
Conduct in-depth conversations to understand clients' financial and life priorities
Connect clients to solutions that meet their financial goals
Execute the bank's risk culture and strive for operational excellence
Build relationships with clients to meet financial needs
Follow established processes and guidelines while adhering to applicable laws and regulations
Grow business knowledge and network by partnering with experts in small business, lending, and investments
Manage financial center traffic, appointments, and outbound calls
Drive the client experience
Manage cash responsibilities
Train at one financial center and potentially move to another location within a reasonable commuting distance based on business needs

Requirements

What you’ll need

Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results
Strong collaboration and relationship-building abilities
Passion, commitment, and drive to improve clients' financial lives
Ability to identify solutions for new and existing clients based on their needs
Effective and confident communication skills
Ability to learn and adapt to new information and technology platforms
Ability to educate clients on ATM, online banking, and mobile banking self-service technologies
Strong critical thinking and problem-solving skills
Ability to follow established processes and guidelines while adhering to laws and regulations
Efficient time and capacity management
Must be able to work weekends and/or extended hours
Must be able to travel to any financial center location within a reasonable distance
Experience in financial services and knowledge of financial services 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
Minimum education requirement: High School Diploma / GED / Secondary School or equivalent
Bachelor's Degree or business-relevant Associate's Degree is listed as a desired qualification

Benefits

Comp & perks

Industry-leading benefits
Paid time off
Resources and support to employees
Base salary compensation
40 hours per week

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cash Transactions ProcessingFinancial Products KnowledgeSales Goal AchievementTime ManagementProblem-Solving

Soft Skills

CollaborationMotivationAdaptabilityCritical ThinkingClient Education

Tools & Technologies

Mobile BankingOnline BankingATM Self-Service Technologies

Industry Keywords

Financial Center OperationsRisk CultureOperational ExcellenceClient ExperienceBusiness Knowledge