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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in customer service and branch operations, including transaction processing, sales goal achievement, and loan application preparation. Proficient in maintaining customer relationships and adhering to compliance standards such as the S.A.F.E. Act.
Highest-signal resume keywords
Customer Service ExcellenceTransaction ProcessingSales Goal AchievementLoan Application PreparationS.A.F.E. Act Compliance
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Data EntryCash BalancingLoan ProcessingFraud PreventionSales Tools UtilizationATM SettlementDocument PreparationCustomer ProfilingCheck CashingDeposit Processing
Soft Skills
Interpersonal SkillsTeam CollaborationIndependent WorkCustomer Relationship Building
Tools & Technologies
LOS SoftwareOffice EquipmentElectronic Equipment
Certifications & Qualifications
High School DiplomaCARE CertificationNMLS Certification
Industry Keywords
Branch OperationsRetail BankingCustomer TransactionsSales StandardsMortgage Loan Originator
Tech Stack
Tools & technologiesVault
About the role
Key responsibilities & impact- Deliver exceptional customer service related to branch operations on the teller line, sales, and platform duties.
- Process deposits, withdrawals, check cashing, loan payments, money orders, and other customer transactions.
- Identify customers, verify transaction authenticity, protect against fraud, place holds, and document identification.
- Balance window cash daily and perform ATM settlement and vault balancing where applicable.
- Profile customers, recommend appropriate loan and deposit products, and meet or exceed sales goals.
- Utilize sales tools, complete customer-focused conversations, document interaction notes, and identify banking needs.
- Close business, perform follow-up calls, and build professional customer relationships.
- Contribute to branch sales and service standards and participate in sales call campaigns.
- Perform data entry, prepare new-account documentation, maintain existing accounts, answer questions, resolve account problems, and handle check orders.
- Prepare loan applications using LOS software and coordinate loan document preparation.
- Travel throughout the assigned region and work at various branch locations to support staffing needs and business priorities.
- Assume additional duties such as balancing ATMs and processing deposits.
Requirements
What you’ll need- Requires a high school diploma or equivalent.
- Two to five years general and specialized experience.
- Successful completion of the retail training program required, including CSR and RSA training programs.
- CARE certified within 6 months of hire.
- Completes NMLS requirements as part of the S.A.F.E. Act certification.
- Proof of registration with the registry and verification of a unique identifier as established under the guidelines of the S.A.F.E. Act is required upon hire and/or must be obtained prior to performing the duties of a Mortgage Loan Originator; registration must be maintained annually.
- Must be willing and able to work at various branch locations, sometimes with limited advance notice.
- Must be able to travel up to a maximum of 45 minutes from the primary location based on business needs.
- Strong interpersonal skills and ability to work independently and as a team player.
- Must be able to operate keypad, electronic, and office equipment; perform typing and data entry; stand, sit, and lift up to 50 lbs. occasionally.
- Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.