Demonstrates expertise in consultative sales processes and financial needs assessments while maintaining strong relationships with customers and partners. Proficient in retail banking products and services, with a focus on customer satisfaction and revenue growth.

Highest-signal resume keywords

Consultative Sales ProcessFinancial Needs AssessmentRetail Banking ProductsS.A.F.E. Act RegistrationCustomer Relationship Management

About the role

Key responsibilities & impact

Complete a 9 week on-boarding and education program with rotations in operations and Sales & Service
Use the consultative sales process and Financial Needs Assessment to build customer profiles and identify financial needs
Maintain knowledge of Retail consumer and small business products/services and recommend appropriate solutions
Use CAMP and approved marketing tools to reach customers and set appointments for financial reviews
Cross-sell to existing customers and engage in outside sales activities, including onsite presentations, business sales calls and community financial literacy events
Build relationships with Mortgage, Small Business, Commercial and Investment partners and make referrals
Meet or exceed customer experience and individual/team production goals and support revenue growth
Provide guidance to CSRs on sales and referral processes
Promote customer satisfaction and resolve customer issues
Process and service Retail products, including teller transactions
Participate in consumer loan and bankcard processes from application through closing
Participate in Financial Center or Bank Mart opening and closing
Follow policies, procedures and risk controls, including fraud mitigation and confidentiality

Requirements

What you’ll need

College degree or work experience providing transferrable 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 use good judgment in making sound decisions
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 of the affiliate for classroom training
Scheduling flexibility
Ability to work in a normal office environment and view computer screens for extended periods

Benefits

Comp & perks

Comprehensive benefits programs supporting employees and their families, including physical, financial, emotional and social well-being
Differentiated compensation offerings
9 week on-boarding and education program
Training and classroom training sessions
Opportunity to demonstrate skills through certification at the conclusion of the program

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Advanced Math FunctionsFinancial AnalysisRetail Product ProcessingConsumer Loan ProcessingBankcard Processing

Soft Skills

Verbal CommunicationWritten CommunicationCustomer SatisfactionProblem ResolutionJudgment in Decision Making

Tools & Technologies

CAMPMarketing Tools

Certifications & Qualifications

S.A.F.E. Act Registration

Industry Keywords

Financial IndustryConsumer BankingSmall Business BankingMortgage ServicesCommunity Financial Literacy