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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 appropriate banking solutions. Proficient in utilizing technology to enhance client experience and operational efficiency while adhering to regulatory requirements.
Highest-signal resume keywords
Client Relationship ManagementSales ExperienceBanking Products KnowledgeStrong Communication SkillsTime Management
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 OpeningAccount MaintenanceFinancial Information AnalysisDigital Assisted ShoppingProblem-SolvingOrganizational SkillsSelf-Service Technology EducationFinancial Skills
Soft Skills
Enthusiastic Self-StarterCollaborationAdaptabilityCritical Thinking
Tools & Technologies
Microsoft ApplicationsLaptop Technology
Certifications & Qualifications
Commissioned Notary
Industry Keywords
Financial CenterClient-Centric EnvironmentRetail ExperienceSales Incentive EnvironmentBanking 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
- Educate and train clients on simple transactions through self-service technologies
- Partner with teams to provide consumer and small business solutions, services, and strategies
- Leverage resources, technologies, and processes to optimize client experience and operational accuracy
- Perform account opening, account maintenance, and Digital Assisted Shopping in accordance with established processes, laws, and guidelines
- Manage client interactions while meeting regulatory requirements
- Conduct outbound calls and consistent follow-up routines
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
- Collaborates effectively to get things done, building and nurturing 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 and organizational skills; ability to prioritize and multitask
- Commissioned notary, or ability to successfully obtain a notary commission in the state of employment within a few months of starting
- Ability to work weekends and/or extended hours, including at any financial center within a reasonable distance
- High School Diploma / GED / Secondary School or equivalent required
- Associate's Degree or Bachelor's Degree in business, finance or a related field preferred
- Experience in a financial center where goals were met or exceeded preferred
- Retail and/or sales experience in a salary plus incentive environment preferred
- Experience with financial information, spreadsheets and financial skills preferred
- Knowledge of banking products and services preferred
- Strong computer skills, including Microsoft applications and laptop technology preferred
Benefits
Comp & perks- Affordable, competitive and flexible benefits
- Support for physical, emotional, and financial wellness
- Opportunities to learn, grow, and build a career
- Full-time schedule
- 40 hours per week