Demonstrates strong client engagement and relationship-building skills while effectively educating clients on financial services and self-service banking solutions. Exhibits critical thinking, problem-solving abilities, and adherence to established processes and regulations in a fast-paced financial environment.

Highest-signal resume keywords

Client EngagementCash Handling ExperienceFinancial Services KnowledgeSales ExperienceEffective Communication

About the role

Key responsibilities & impact

Engage clients in the lobby to educate and assist with transactions through mobile banking, online banking, ATM, and other self-service resources
Accurately and efficiently process cash transactions for clients
Conduct deep conversations to understand clients’ financial and life priorities
Connect clients to solutions aligned with their financial goals
Execute the bank’s risk culture and pursue operational excellence
Build relationships with clients to meet financial needs
Follow established processes, guidelines, laws, and regulations
Partner with experts in small business, lending, and investments to grow business knowledge and networks
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

Minimum High School Diploma / GED / Secondary School or equivalent
Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results
Ability to collaborate effectively and build strong relationships
Passion, commitment and drive to improve clients’ financial lives
Confidence identifying solutions for new and existing clients based on their 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
Flexibility to work weekends and/or extended hours as needed
Ability to work in an office-based environment
Experience in financial services and knowledge of financial services industry, products and solutions (desired)
One year of demonstrated 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’s Degree such as business management, business administration or finance (desired)
FDIC/loan Originator hiring restrictions apply

Benefits

Comp & perks

Base salary compensation
Benefits eligibility
Paid time off
Resources and support for employees
Opportunities to learn and grow
Inclusive workplace
Support for physical, emotional, and financial wellness
Recognition and rewards for performance
In-office flexibility based on role-specific considerations

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cash Transactions ProcessingFinancial Needs AssessmentSelf-Service Banking EducationTime ManagementProblem-Solving

Soft Skills

Relationship BuildingCollaborationMotivationAdaptabilityEnthusiasm

Tools & Technologies

Mobile BankingOnline BankingATM

Certifications & Qualifications

High School DiplomaGEDAssociate's DegreeBachelor's Degree

Industry Keywords

Financial ServicesSales GoalsOperational ExcellenceRisk CultureCompliance