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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 delivering personalized banking solutions and exceptional client care. Proficient in utilizing technology and processes to enhance client experiences while adhering to regulatory requirements.
Highest-signal resume keywords
Client Relationship ManagementSales ExperienceStrong Communication SkillsNotary CommissionBanking Products Knowledge
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 ExperienceBanking Products KnowledgeFinancial Information ManagementSpreadsheet ProficiencyClient Needs Assessment
Soft Skills
Strong Work EthicCritical ThinkingProblem-SolvingTime ManagementCollaboration
Tools & Technologies
Microsoft ApplicationsSelf-Service TechnologiesDigital Assisted Shopping
Certifications & Qualifications
Notary Commission
Industry Keywords
Financial CenterClient-Centric EnvironmentRetail BankingConsumer SolutionsSmall Business 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
- 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 excellence
- Follow established processes, laws, and guidelines for account opening, account maintenance, and Digital Assisted Shopping
- Manage client interactions 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 intense focus on results
- Ability to collaborate effectively and build and nurture strong relationships
- Passion, commitment and drive to deliver an experience that improves clients’ financial lives
- Confidence identifying 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, handle ambiguity, and adapt to changing circumstances
- Strong critical thinking and problem-solving skills
- Effective time management, organization, prioritization, and multitasking skills
- Must be a commissioned notary or successfully obtain a notary commission in the state of work 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
- High School Diploma / GED / Secondary School or equivalent
- FDIC/loan originator-related hiring restrictions may apply
- Bilingual Korean preferred
- 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 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 prior laptop technology experience preferred
Benefits
Comp & perks- Formulaic incentive plan with monthly, quarterly, and/or annual incentive opportunities
- Industry-leading benefits
- Paid time off
- Resources and support for employees’ physical, emotional, and financial wellness
- Flexible benefits