Demonstrates strong client engagement and relationship-building skills while effectively educating clients on financial services and self-service technologies. Exhibits critical thinking, problem-solving abilities, and adherence to established processes and regulations.

Highest-signal resume keywords

Client EngagementCash Handling ExperienceFinancial Services KnowledgeEffective CommunicationSales 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
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 client relationships to meet financial needs
Follow processes, guidelines, 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
Train at one financial center and potentially move to another within a reasonable commuting distance based on business needs

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 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 technologies
Strong critical thinking and problem-solving skills
Ability to follow established processes, guidelines, laws, and regulations
Efficient time and capacity management
Must be able to work weekends and/or extended hours, potentially at any financial center within a reasonable distance
FDIC hiring restrictions regarding specified criminal history
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 physical, emotional, and financial wellness
Opportunities to learn, grow, and make an impact
Benefits eligibility
Paid time off
Resources and support to make an impact and contribute to sustainable business and community growth

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cash Transactions ProcessingFinancial Services Products KnowledgeATM Technology EducationOnline Banking EducationMobile Banking Education

Soft Skills

Relationship BuildingCritical ThinkingProblem-SolvingTime ManagementSelf-Motivation

Certifications & Qualifications

High School DiplomaGED

Industry Keywords

Financial ServicesOperational ExcellenceRisk CultureSales GoalsClient Experience