Demonstrates strong client engagement and relationship-building skills while effectively educating clients on self-service banking technologies. Possesses a solid understanding of financial services products and solutions, with a focus on meeting clients' financial needs and driving operational excellence.

Highest-signal resume keywords

Client EngagementCash Handling ExperienceFinancial Services KnowledgeEffective Communication SkillsProblem-Solving Skills

About the role

Key responsibilities & impact

Engage clients in the lobby and educate them about self-service resources
Assist clients with transactions through mobile banking, online banking, and ATMs
Accurately and efficiently process cash transactions
Conduct 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 pursue operational excellence
Build client relationships to meet financial needs
Follow established processes and guidelines while adhering to applicable laws and regulations
Partner with experts in small business, lending, and investments 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

High School Diploma / GED / Secondary School or equivalent
Strong work ethic and focus on results
Effective collaboration and relationship-building skills
Passion, commitment, and drive to improve clients’ financial lives
Ability to identify solutions based on client needs
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 technologies
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: 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

Opportunities to learn, grow, and make an impact
Inclusive workplace
Support for teammates’ physical, emotional, and financial wellness
Recognition and rewards for performance
In-office culture with role-specific flexibility
Potential opportunity to move to another financial center within a reasonable commuting distance
40 hours per week

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

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

Hard Skills

Cash Transactions ProcessingMobile BankingOnline BankingATM OperationsSales ExperienceFinancial Needs AssessmentTime ManagementOperational Excellence

Soft Skills

Collaboration SkillsRelationship-Building SkillsAdaptabilityCritical ThinkingWork Ethic

Tools & Technologies

Self-Service TechnologiesBanking Platforms

Certifications & Qualifications

High School DiplomaGEDAssociate's DegreeBachelor's Degree

Industry Keywords

Financial ServicesClient ExperienceRisk CultureComplianceSales Goals