Demonstrates expertise in consultative sales processes and financial needs assessments while effectively cross-selling retail consumer and small business products. Possesses strong communication skills and a solid understanding of financial policies and procedures, ensuring compliance with risk management and ethical standards.

Highest-signal resume keywords

Consultative Sales ProcessFinancial Needs AssessmentS.A.F.E. Act RegistrationAdvanced Math FunctionsCustomer Relationship Management

About the role

Key responsibilities & impact

Complete a 4–8 week onboarding and education program with rotations in operations and Sales & Service
Demonstrate required skills through certification at the conclusion of the program
Use the consultative sales process and Financial Needs Assessment to identify customers’ current and future financial needs
Recommend Retail consumer and small business products and services
Use CAMP and approved marketing tools to contact customers and schedule financial reviews
Cross-sell to existing customers and participate in outside sales activities
Build relationships with Mortgage, Small Business, Commercial and Investment partners and make referrals
Meet customer experience and individual/team production goals
Provide guidance to CSRs on sales and referrals
Process teller transactions and work as part of the 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-management, fraud-prevention, confidentiality, ethics and operating policies

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 for acquiring new consumer household and small business customers and/or cross-selling 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 the 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
Ability to work in a normal office environment with extended computer-screen viewing

Benefits

Comp & perks

Comprehensive benefits programs supporting physical, financial, emotional and social well-being
Differentiated compensation offerings
Employee recognition through Total Rewards

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial AnalysisTeller TransactionsConsumer Loan ProcessingBankcard ProcessesRetail Policies and Procedures

Soft Skills

Verbal CommunicationWritten CommunicationRelationship BuildingSound JudgmentScheduling Flexibility

Tools & Technologies

CAMPMarketing Tools

Certifications & Qualifications

S.A.F.E. Act Registration

Industry Keywords

Financial IndustryConsumer ProductsSmall Business ServicesRisk ManagementFraud Prevention