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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 banking solutions that enhance clients' financial lives. Proficient in utilizing technology and processes to optimize client experiences while adhering to regulatory requirements.
Highest-signal resume keywords
Client Relationship ManagementSales Experience in Financial ServicesStrong Communication SkillsProblem-Solving SkillsKnowledge of Banking Products
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales ExperienceFinancial Information AnalysisBanking Product KnowledgeMicrosoft Applications ProficiencySelf-Service Technology Training
Soft Skills
Effective CollaborationRelationship-Building SkillsTime ManagementOrganization SkillsAdaptability
Tools & Technologies
Self-Service TechnologiesLaptop Technology
Certifications & Qualifications
Notary Commission
Industry Keywords
Financial CenterClient-Centric EnvironmentRetail BankingConsumer SolutionsAccount Maintenance
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
- Conduct 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 accordance with bank interests, client needs, 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 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
- 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, organization, prioritization, and multitasking skills
- Is a commissioned notary or can successfully obtain a notary commission in the state you work within a few months of start date
- Must be able to work weekends and/or extended hours
- May be scheduled at any financial center location within a reasonable distance
- High School Diploma / GED / Secondary School or equivalent
- Associate's Degree or Bachelor's Degree in business, finance or a related field preferred
- Experience working in a financial center where goals were met or exceeded
- Retail and/or sales experience in a salary plus incentive environment
- Experience with individual and/or team goals
- Experience with financial information, spreadsheets and financial skills
- Knowledge of banking products and services
- Strong computer skills including Microsoft applications
- Previous experience utilizing laptop technology
Benefits
Comp & perks- Formulaic incentive plan with monthly, quarterly and/or annual incentive opportunities
- Benefits eligibility
- Paid time off
- Resources and support to employees
- Opportunities to learn, grow, and make an impact
- Affordable, competitive and flexible benefits supporting physical, emotional, and financial wellness
- In-office culture supporting collaboration, engagement, and career development