Demonstrates strong client engagement and relationship-building skills while effectively educating clients on financial services and self-service technologies. Possesses 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 and educate and assist them 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 and guidelines while adhering to applicable laws and regulations
Grow business knowledge and network by partnering with experts in small business, lending and investments
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 location within a reasonable commuting distance based on business needs

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
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
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
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

Industry-leading benefits
Paid time off
Resources and support to employees
Base salary compensation
Benefits eligibility

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

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

Soft Skills

Relationship BuildingCritical ThinkingProblem-SolvingTime ManagementCollaboration

Certifications & Qualifications

High School DiplomaGED

Industry Keywords

Financial Center OperationsRisk CultureOperational ExcellenceSales GoalsClient Experience