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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 and providing tailored banking solutions. Proficient in leveraging technology to enhance client experience while adhering to regulatory requirements.
Highest-signal resume keywords
Client Relationship ManagementSales ExperienceStrong Communication SkillsProblem-Solving SkillsNotary 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
Banking Products KnowledgeFinancial Information AnalysisSpreadsheet ProficiencySelf-Service Technology TrainingAccount Maintenance Processes
Soft Skills
CollaborationTime ManagementAdaptabilityCritical ThinkingCustomer Care
Tools & Technologies
Microsoft ApplicationsLaptop Technology
Certifications & Qualifications
Notary Commission
Industry Keywords
Financial CenterClient-Centric EnvironmentRetail BankingSales Incentive EnvironmentConsumer Solutions
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
- Proactively connect with clients through 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
- Follow established processes, laws, and guidelines for account opening, account maintenance, and Digital Assisted Shopping
- Manage client interactions in compliance with bank interests and 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 intense focus on results
- Ability to collaborate effectively and build and nurture strong relationships
- Passion, commitment and drive to improve clients' financial lives
- Ability to identify solutions for new and existing clients based on their needs
- Strong written and verbal communication skills
- Ability to communicate effectively and confidently with all clients in person and by phone
- Ability to learn and adapt to new information and technology platforms
- Ability to handle ambiguity and changing circumstances
- Strong critical thinking and problem-solving skills
- Effective time management, organization, prioritization, and multitasking skills
- Must be a commissioned notary or able to successfully obtain a notary commission in the state worked within a few months of starting
- Must be able to work weekends and/or extended hours, including at any financial center within a reasonable distance
- Minimum education: High School Diploma / GED / Secondary School or equivalent
- Associate's Degree or Bachelor's Degree in business, finance, or a related field is desired
- Experience working in a financial center where goals were met or exceeded is desired
- Retail and/or sales experience in a salary plus incentive environment is desired
- Experience with individual and/or team goals is desired
- Experience with financial information, spreadsheets, and financial skills is desired
- Knowledge of banking products and services is desired
- Strong computer skills, including Microsoft applications and laptop technology, are desired
Benefits
Comp & perks- Affordable, competitive and flexible benefits
- Support for physical, emotional, and financial wellness
- Opportunities to learn, grow, and make an impact
- Career development opportunities
- Incentive compensation environment