Demonstrates expertise in consultative sales processes and financial needs assessments to effectively identify and meet customer financial needs. Proficient in building relationships with various business partners while adhering to retail policies and ensuring customer satisfaction.

Highest-signal resume keywords

Consultative Sales ProcessesFinancial Needs AssessmentsS.A.F.E. Act RegistrationCustomer Relationship ManagementAdvanced Math Functions

About the role

Key responsibilities & impact

Complete a 9 week onboarding and education program with rotations in operations and Sales & Service
Use consultative sales processes and Financial Needs Assessments to identify customer financial needs
Recommend Retail consumer and small business products and services
Proactively contact customers using CAMP and approved marketing tools and set financial review appointments
Cross-sell to existing customers and participate in outside sales activities
Build relationships with Mortgage, Small Business, Commercial, and Investment business partners and refer customers appropriately
Meet customer experience and individual/team production goals and support revenue growth
Guide CSRs on sales and referral processes
Process teller transactions and work as part of platform staff
Participate in consumer loan and bankcard processes from application through closing
Participate in Financial Center or Bank Mart opening and closing
Follow risk, fraud prevention, confidentiality, ethics, and operating policies
Promote customer satisfaction and resolve customer issues

Requirements

What you’ll need

College degree or work experience providing transferable skills, or combination of education and experience
Experience in the financial industry preferred
Ability to develop comfort with sales activities to acquire new consumer household and small business customers and/or cross-sell to established customers
Understanding of advanced math functions for analysis of credit and financial information
Professional appearance and verbal/written communication
Ability to develop working knowledge of Retail policies and procedures and exercise sound judgment
S.A.F.E. Act registration at time of employment through the Nationwide Mortgage Licensing System (NMLS)
Ability to travel within the affiliate for training
Ability to travel outside the affiliate for classroom training
Scheduling flexibility

Benefits

Comp & perks

Comprehensive benefits programs supporting physical, financial, emotional, and social well-being
Differentiated compensation offerings
Employee recognition through Total Rewards
9 week on-boarding and education program
Training and education rotations
Certification opportunity at program conclusion

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Retail Consumer ProductsSmall Business ProductsCross-SellingTeller TransactionsConsumer Loan ProcessingBankcard ProcessesRisk PreventionFraud PreventionFinancial AnalysisSales Activities

Soft Skills

Verbal CommunicationWritten CommunicationCustomer SatisfactionProblem ResolutionJudgment

Tools & Technologies

CAMPMarketing Tools

Certifications & Qualifications

S.A.F.E. Act Registration

Industry Keywords

Financial IndustryCustomer ExperienceRevenue GrowthConfidentialityEthics