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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong client service skills by effectively assisting clients with account transactions and financial wellness tools while adhering to compliance and security procedures. Proficient in cash handling and maintaining accurate financial records in a branch setting.
Highest-signal resume keywords
Client Service ExperienceCash HandlingCompliance KnowledgeFinancial Wellness ToolsProblem Resolution
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Cash Transaction ProcessingBalancing Cash DrawersWindows Based ApplicationsFraud Detection TechniquesAccount Transaction Assistance
Soft Skills
Effective CommunicationListening SkillsAttention to Detail
Tools & Technologies
ATMOnline BankingTelephone Banking
Certifications & Qualifications
High School DiplomaNotary License
Industry Keywords
Banking RegulationsClient ServicingFinancial GoalsAudit ProceduresSecurity Procedures
About the role
Key responsibilities & impact- Provide excellent in-person client service by welcoming new and existing clients
- Perform teller functions efficiently, effectively, and accurately in an in-person branch setting
- Assist clients with account transactions and servicing needs
- Identify and resolve client servicing issues, escalating as needed
- Listen for financial wellness opportunities and transition clients to a Banker
- Assist clients in achieving financial goals through financial wellness tools
- Attend in-person morning huddles and end-of-day debriefs
- Follow compliance, audit, and security procedures
- Balance cash drawer within balancing guidelines
- Maintain knowledge of product guides, fees, policies, and current offerings
- Educate clients about access channels such as ATM, Online Banking, and Telephone Banking
- Work on Saturdays as directed by management
- Perform other duties as assigned
Requirements
What you’ll need- High School Diploma, GED, or equivalent business experience (required)
- Experience in a client service role (required)
- Experience in cash handling (required)
- General understanding of PC with Windows based applications and calculator (required)
- Ability to work Saturdays as directed by management
- Ability to accurately and securely process cash transactions, including deposits, withdrawals, and balancing cash drawers
- Ability to identify and resolve client servicing issues efficiently
- Understanding and following banking regulations and security procedures
- Awareness of techniques to detect and prevent fraudulent activities
- Ability to occasionally operate a motor vehicle with a valid driver's license
- Notary License (preferred)
- Prolonged standing for 5–8 hours per day; frequent hand use, face-to-face and telephone communication, occasional bending and lifting, frequent forward reach, frequent lifting of 1–10 lbs., and occasional lifting of up to 30 lbs.
Benefits
Comp & perks- Incentive compensation may include production, commission, and/or discretionary incentives
- Benefits for which this position is eligible (specific benefits list not included in the posting)
