Demonstrates strong client engagement and relationship-building skills while effectively educating clients on financial services and self-service technologies. Exhibits critical thinking and problem-solving abilities to identify solutions that align with clients' financial goals.

Highest-signal resume keywords

Client EngagementCash Handling ExperienceFinancial Services KnowledgeEffective Communication SkillsSales Experience

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
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 to grow business knowledge and network
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
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 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 and applicable laws and regulations
Efficient time and capacity management
Flexibility to work weekends and/or extended hours as needed
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 (desired)

Benefits

Comp & perks

Base salary compensation
Benefits eligibility
Paid time off
Resources and support for employees
Opportunities to learn, grow, and make an impact
Recognition and rewards for performance
Support for physical, emotional, and financial wellness
Flexible work arrangements based on role-specific considerations

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 ProcessingFinancial Services Products KnowledgeATM Self-Service EducationOnline Banking EducationMobile Banking Education

Soft Skills

Relationship BuildingCritical ThinkingProblem-SolvingTime ManagementAdaptability

Certifications & Qualifications

High School DiplomaGEDAssociate's DegreeBachelor's Degree

Industry Keywords

Financial ServicesOperational ExcellenceRisk CultureSales GoalsClient Experience