Demonstrates strong client engagement and relationship-building skills while effectively educating clients on financial products and self-service technologies. Exhibits critical thinking and problem-solving abilities to meet clients' financial goals and ensure compliance with established processes and regulations.

Highest-signal resume keywords

Client EngagementCash Handling ExperienceFinancial Services KnowledgeSales ExperienceEffective Communication Skills

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 deep conversations to understand clients’ financial and life priorities
Connect clients with solutions that meet their financial goals
Execute the bank’s risk culture and strive for operational excellence
Build client relationships 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 network
Manage financial center traffic, appointments, and outbound calls
Drive the client experience
Manage cash responsibilities

Requirements

What you’ll need

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 and nurture strong relationships
Effective and confident communication skills; comfortable engaging all clients
Ability to learn and adapt to new information and technology platforms
Ability to educate clients on self-service technologies such as ATM, online banking, and mobile banking
Strong critical thinking and problem-solving skills
Ability to follow established processes and guidelines and comply with laws and regulations
Ability to efficiently manage time and capacity
Must be able to work weekends and/or extended hours, potentially at any financial center within a reasonable commuting distance
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)

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Support for teammates’ physical, emotional, and financial wellness
Opportunities to learn, grow, and build a career
In-office culture supporting collaboration, engagement, and career development

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cash Transactions ProcessingSelf-Service Technology EducationTime ManagementProblem-SolvingFinancial Products Knowledge

Soft Skills

Relationship BuildingCollaborationAdaptabilityMotivationWork Ethic

Tools & Technologies

Mobile BankingOnline BankingATM

Certifications & Qualifications

High School DiplomaGEDAssociate's DegreeBachelor's Degree

Industry Keywords

Financial ServicesSales GoalsOperational ExcellenceRisk CultureCompliance