Demonstrates strong client engagement and communication skills while effectively managing cash transactions and adhering to banking regulations. Possesses the ability to connect clients with financial solutions that align with their goals and priorities.

Highest-signal resume keywords

Client EngagementCash Handling ExperienceFinancial Services KnowledgeCritical ThinkingSales Experience

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
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 relationships with clients to meet financial needs
Follow established processes, guidelines, laws, and regulations
Partner with experts in small business, lending, and investments
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
Must be able to work weekends and/or extended hours
Must be able to travel to any financial center location within a reasonable distance
Ability to learn and adapt to new information and technology platforms
Strong critical thinking and problem-solving skills
Effective communication and client engagement skills
Desired: experience in financial services and knowledge of financial services 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

Benefits

Comp & perks

Benefits eligible
Paid time off
Resources and support to employees
Base salary compensation
Full-time schedule of 40 hours per week

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Cash Transactions ProcessingFinancial Services Products KnowledgeSales Goal AchievementRisk Culture ExecutionOperational Excellence

Soft Skills

Effective CommunicationProblem-SolvingRelationship BuildingAdaptabilityClient Experience Management

Tools & Technologies

Mobile BankingOnline BankingATM ServicesSelf-Service Resources

Industry Keywords

Financial Center OperationsBanking RegulationsClient SolutionsSmall Business LendingInvestment Products