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

Highest-signal resume keywords

Client EngagementCash HandlingFinancial Services ExperienceEffective Communication SkillsProblem-Solving 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 small business, lending, and investment experts
Manage financial center traffic, appointments, and outbound calls
Drive the client experience
Manage cash responsibilities

Requirements

What you’ll need

Minimum education requirement: 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
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 transactions
Strong critical thinking and problem-solving skills
Ability to follow established processes, guidelines, laws, and regulations
Efficient time and capacity management
Flexibility to work weekends and/or extended hours as needed
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

Inclusive workplace commitment
Opportunities to learn, grow, and make an impact
Support for teammates’ physical, emotional, and financial wellness
Recognition and rewards for performance
In-office flexibility based on role-specific considerations
40 hours per week

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cash Transactions ProcessingMobile Banking EducationOnline Banking EducationATM Self-Service EducationSales Experience

Soft Skills

Relationship BuildingCollaborationMotivationAdaptabilityTime Management

Industry Keywords

Financial GoalsRisk CultureOperational ExcellenceComplianceFinancial Center Management