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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 and problem-solving abilities to align client needs with appropriate financial products and services.
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 Transactions EducationFinancial Products Knowledge
Soft Skills
Relationship BuildingCritical ThinkingProblem SolvingTime ManagementAdaptability
Industry Keywords
Financial ServicesOperational ExcellenceRisk CultureSales GoalsSelf-Service Resources
About the role
Key responsibilities & impact- Engage clients in the lobby
- Educate and assist clients with transactions through mobile banking, online banking, ATM, and other self-service resources
- Accurately and efficiently process cash transactions
- Hold deep conversations to understand clients’ financial and life priorities
- Connect clients with solutions aligned to 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
- Partner with small business, lending, and investment experts to grow business knowledge and networks
- Manage financial center traffic, appointments, and outbound calls
- Drive the client experience
- Manage cash responsibilities
Requirements
What you’ll need- Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results
- Collaborates effectively and builds strong relationships
- Passion, commitment and drive to improve clients’ financial lives
- Confidence identifying solutions for new and existing clients
- 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
- Follows established processes, guidelines, 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
- Experience in financial services and knowledge of financial services products and solutions
- 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)
- Minimum education requirement: High School Diploma / GED / Secondary School or equivalent
- 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 make an impact
- In-office culture supporting collaboration, engagement, and career development
- Salary plus incentive environment (referenced as desired prior experience)