Demonstrates expertise in selling banking products and services while building strong customer relationships and conducting financial needs assessments. Proficient in understanding Retail policies and procedures, with a focus on achieving customer experience and production goals.

Highest-signal resume keywords

Sales ActivitiesFinancial Needs AssessmentCustomer Relationship ManagementS.A.F.E. Act RegistrationRetail Banking Knowledge

About the role

Key responsibilities & impact

Complete a 9-week onboarding and education program with rotations in Operations and Sales & Service
Sell banking products and services, including deposits, loans, and fee-based services
Build customer relationships and conduct financial needs assessments
Develop customer profiles and identify 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 conduct outside sales activities
Establish relationships with Mortgage, Small Business, Commercial, and Investment partners and refer customers appropriately
Meet customer experience and individual/team production goals
Provide guidance to CSRs on sales and referral processes
Resolve customer questions and issues while maintaining confidentiality
Open and service Retail products in accordance with policies and procedures
Participate in consumer loan and bankcard processes from application through closing
Participate in Financial Center or Bank Mart opening and closing procedures
Monitor Retail 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 for acquiring new consumer household and small business customers and/or cross-selling to established customers
Understanding of advanced math functions for analyzing 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 through the Nationwide Mortgage Licensing System (NMLS) required at the time of employment
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
9-week on-boarding and education program
Certification opportunity at the conclusion of the program

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 AnalysisCross-SellingConsumer Loan ProcessingRetail Product ManagementAdvanced Math Functions

Soft Skills

Verbal CommunicationWritten CommunicationCustomer ServiceJudgmentScheduling Flexibility

Tools & Technologies

CAMPMarketing Tools

Certifications & Qualifications

S.A.F.E. Act Registration

Industry Keywords

Banking ProductsConsumer BankingSmall Business ServicesMortgage ServicesFinancial Center Operations