FREE ACCESS
5,000–10,000 jobs/day
See all jobs on Scoutfield
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong client relationship management and sales skills, with a focus on identifying banking solutions that enhance clients' financial lives. Proficient in utilizing technology and processes to optimize client experiences while ensuring compliance with banking regulations.
Highest-signal resume keywords
Client Relationship ManagementSales ExperienceStrong Communication SkillsBanking Products KnowledgeNotary Commission
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Account MaintenanceFinancial Information ManagementSelf-Service Technology SupportTransaction ProcessingMicrosoft Applications Proficiency
Soft Skills
Critical ThinkingProblem-SolvingTime ManagementCollaborationMotivation
Certifications & Qualifications
Notary Commission
Industry Keywords
Personal BankingSmall Business SolutionsClient CareOperational AccuracyFinancial Center Services
About the role
Key responsibilities & impact- Serve as the first point of contact for financial center clients
- Uncover personal banking needs of individual and small business clients
- Offer appropriate banking solutions and connect clients to specialists
- Deepen client relationships through platform services
- Support clients with self-service and transactional activities
- Provide exceptional client care
- Conduct outbound calls and consistent follow-up routines
- Partner with teams to provide consumer and small business solutions, services, and strategies
- Assist, educate, and train clients on simple transactions through self-service technologies
- Leverage resources, technologies, and processes to optimize client experience and operational accuracy
- Open accounts, perform account maintenance, and support Digital Assisted Shopping while following established processes and regulations
- Manage client interactions in the best interest of the bank and clients while complying with regulatory requirements
Requirements
What you’ll need- Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment
- Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results
- Collaborates effectively to build and nurture strong relationships
- Passion, commitment, and drive to improve clients' financial lives
- Ability to identify solutions based on client needs
- Strong written and verbal communication skills
- Comfortable engaging clients in person and by phone
- Ability to learn and adapt to new information and technology platforms
- Strong critical thinking and problem-solving skills
- Effective time management and ability to prioritize and multitask
- Must be a commissioned notary or able to successfully obtain a notary commission in the state of employment within a few months of starting
- Must be able to work weekends and/or extended hours, potentially at any financial center within a reasonable commuting distance
- High School Diploma / GED / Secondary School or equivalent
- Strong computer skills, including Microsoft applications
- Knowledge of banking products and services
- Experience with financial information, spreadsheets, and financial skills
Benefits
Comp & perks- Flexible benefits
- Physical, emotional, and financial wellness support
- Opportunities to learn, grow, and build a career
- Performance recognition and rewards
- Paid time off
- Formulaic incentive plan with monthly, quarterly, and/or annual incentive opportunities
- Industry-leading benefits
- Resources and support for employees