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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
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 to enhance the client experience.
Highest-signal resume keywords
Client EngagementCash Handling ExperienceFinancial Services KnowledgeEffective CommunicationSales Experience
ATS Keywords
Tailor your resumeApplicant 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 Self-Service EducationTime Management
Soft Skills
Relationship BuildingCritical ThinkingProblem-SolvingSelf-StarterAdaptability
Certifications & Qualifications
High School DiplomaGED
Industry Keywords
Financial ServicesSales GoalsOperational ExcellenceRisk CultureCompliance
About the role
Key responsibilities & impact- Engage clients in the lobby
- Educate and assist clients with transactions through mobile banking, online banking and ATM self-service resources
- Accurately and efficiently process cash transactions
- Have deep conversations with clients to understand their 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 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 intense focus on results
- Collaborates effectively to build and nurture 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
- Must be able to work weekends and/or extended hours
- May be scheduled at any financial center location within a reasonable distance
- Desired: Experience in financial services and knowledge of financial services products and solutions
- 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’s Degree such as business management, business administration or finance
Benefits
Comp & perks- Affordable, competitive and flexible benefits
- Support for teammates’ physical, emotional, and financial wellness
- Opportunities to learn, grow, build a career and make an impact
- Inclusive workplace with opportunities to succeed and contribute to shared success