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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong relationship-building skills and exceptional customer service while providing tailored banking and financial solutions. Proficient in cash handling, compliance with regulatory requirements, and utilizing digital banking tools to enhance customer experience.
Highest-signal resume keywords
Customer Service ExperienceCash Handling ExperienceRelationship-Building SkillsSales Techniques ApplicationDigital Tools Proficiency
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 HandlingSales TechniquesCross-Selling ProductsPortfolio ManagementTeller Transactions Processing
Soft Skills
Excellent Communication SkillsTeam CollaborationAttention to DetailProblem ResolutionTrustworthy Professional Image
Tools & Technologies
Digital Banking ToolsMicrosoft Office
Industry Keywords
Retail BankingFinancial ServicesCustomer ExperienceRegulatory ComplianceFraud Prevention
About the role
Key responsibilities & impact- Serve as a trusted advisor to customers by understanding financial needs and goals
- Provide tailored banking, lending, and investment solutions
- Deliver exceptional customer service while minimizing risk and defending against fraud
- Process teller transactions, including deposits, withdrawals, and transfers
- Identify cross-sell opportunities and grow banking relationships through branch activities, account support, portfolio management, and partner referrals
- Develop and maintain strong client relationships
- Collaborate with team members and partners to achieve branch goals and sales targets
- Resolve customer concerns and provide timely resolutions
- Educate customers on digital banking tools and self-service options
- Communicate with customers in person, by phone, and through digital channels
- Handle cash and maintain accurate cash drawer balances
- Assist with custodianship, audits, and other operational tasks
- Ensure compliance with regulatory requirements and internal risk and fraud policies
- Support nearby branch locations when required by business necessity
Requirements
What you’ll need- High school diploma or GED required
- 12+ months experience selling products and/or services, OR 6+ months experience in retail banking sales, financial services sales, or consultative relationship sales, OR 6+ months demonstrated successful Santander experience related to the role, with required endorsement
- 6+ months customer service experience within a high-volume, fast-paced, constantly changing environment
- 6+ months cash handling experience
- Established relationship-building skills focused on customer experience and loyalty
- Excellent customer service skills
- Ability to learn and apply sales techniques
- Experience cross-selling products and services
- Ability to work collaboratively in a team-oriented environment
- Excellent verbal and written communication, consultative, and influence skills
- Ability to maintain a credible, trustworthy, and professional image
- Proficiency using digital tools and technology
- Ability to follow directions, policies, and procedures
- Ability to identify and escalate risk concerns
- Accuracy and attention to detail
- Ability to work in a fast-paced environment and manage multiple priorities
- Computer proficiency and basic math skills
- Ability to work branch hours, including weekends and evenings
- Legally authorized to work full-time in the United States without employer sponsorship
- Microsoft Office experience preferred
- Bachelor's degree in a related field or equivalent demonstrated through work experience, training, military service, or education preferred
Benefits
Comp & perks- Fair and competitive rewards package
- Benefits designed to support employees, their families, and well-being
