Demonstrates expertise in consultative sales and financial needs assessment to effectively identify and meet customer financial needs. Proficient in building customer relationships and cross-selling retail consumer and small business products while adhering to policies and ethical standards.

Highest-signal resume keywords

Consultative SalesFinancial Needs AssessmentCustomer Relationship ManagementS.A.F.E. Act RegistrationRetail Banking Knowledge

About the role

Key responsibilities & impact

Complete a 4–8 week onboarding and education program with rotations in operations and Sales & Service
Become certified to perform duties within the Retail Personal Banker job family
Use consultative sales and Financial Needs Assessment to identify customer financial needs
Build customer profiles and recommend Retail consumer and small business products and services
Use CAMP and approved marketing tools to contact customers and set financial review appointments
Cross-sell to existing customers and conduct outside sales activities
Develop relationships with Mortgage, Small Business, Commercial, and Investment partners and make referrals
Meet customer experience and individual/team production goals and support revenue growth
Guide CSRs on sales and referral processes
Provide professional customer service, resolve customer issues, and protect confidential information
Open and service Retail products and participate in consumer loan and bankcard processes
Participate in Financial Center or Bank Mart opening and closing
Follow policies, ethics requirements, and procedures to mitigate fraud and risk
Process teller transactions and work as part of the platform staff

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 required at 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

Advanced Math FunctionsTeller TransactionsConsumer Loan ProcessingBankcard ProcessesSales Activities

Soft Skills

Professional CommunicationCustomer ServiceJudgmentScheduling Flexibility

Tools & Technologies

CAMPMarketing Tools

Certifications & Qualifications

S.A.F.E. Act Registration

Industry Keywords

Retail BankingFinancial IndustryCross-SellingCustomer ExperienceRevenue Growth