Demonstrates expertise in consultative sales processes and financial needs assessments, with a strong understanding of retail consumer and small business products. Capable of building relationships with business partners and providing exceptional customer service while adhering to compliance and ethical standards.

Highest-signal resume keywords

Consultative Sales ProcessFinancial Needs AssessmentS.A.F.E. Act RegistrationRetail Consumer Products KnowledgeCustomer Relationship Management

About the role

Key responsibilities & impact

Complete a 9-week onboarding and education program with rotations in operations and Sales & Service
Use the consultative sales process and Financial Needs Assessment to identify customer financial needs
Maintain knowledge of Retail consumer and small business products and recommend appropriate solutions
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 Business Partners and refer customers for holistic financial solutions
Meet customer experience and individual/team production goals and support revenue growth
Provide guidance to CSRs on sales and referrals
Promote customer satisfaction and resolve customer issues
Maintain confidentiality and follow the Bancorp Code of Business Conduct and Ethics
Open and service Retail products according to policies and procedures
Participate in consumer loan and bankcard processes from application through closing
Participate in Financial Center or Bank Mart opening and closing processes
Follow procedures to mitigate fraud and unnecessary risk

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 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

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Hard Skills

Advanced Math FunctionsFinancial AnalysisCross-SellingConsumer Loan ProcessingBankcard Processing

Soft Skills

Verbal CommunicationWritten CommunicationCustomer SatisfactionProblem ResolutionSound Judgment

Tools & Technologies

CAMPMarketing Tools

Certifications & Qualifications

S.A.F.E. Act Registration

Industry Keywords

Financial IndustryRetail Policies and ProceduresConfidentialityBusiness Conduct and EthicsSales Activities