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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in providing exceptional customer service for banking products, utilizing strong communication and relationship management skills to effectively resolve issues and facilitate transactions. Proficient in navigating digital banking platforms and multiple computer systems while maintaining confidentiality and accuracy.
Highest-signal resume keywords
Customer Service ExperienceDigital LiteracyRelationship ManagementCommunication SkillsBilingual Spanish
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial TransactionsAccount TransfersDebit Card DisputesConsultative ApproachProblem ResolutionConfidential Information HandlingRetail Banking KnowledgeContact Center ExperienceFast-Paced Environment AdaptabilityCross-Sell Opportunities
Soft Skills
Exceptional Listening SkillsStrong Communication SkillsResiliencyTeam CollaborationPositive Attitude
Tools & Technologies
MS OfficeCRM ApplicationsEmailInternet NavigationTeams
Certifications & Qualifications
High School DiplomaGED
Industry Keywords
Banking ProductsCustomer ServiceRetail BankingDigital BankingContact Center
About the role
Key responsibilities & impact- Provide positive and professional inbound customer service for banking products and services
- Engage prospective customers through live chat, phone, email, and SMS
- Guide customers through consumer banking services and resolve issues efficiently
- Take ownership of customer concerns and resolve issues at first point of contact; escalate when necessary
- Ensure accuracy and due diligence for customer transactions, especially digital banking products and services
- Arrive on time and ready to receive or make scheduled customer calls
- Use a consultative approach to understand customer service needs and facilitate cross-sell opportunities or referrals
- Complete financial transactions such as account transfers and debit card disputes accurately and efficiently
- Support business objectives and suggest process improvements
- Participate in performance, development, and team cross-training activities
- Keep colleagues informed about relevant day-to-day information
- Promote a fair, positive, and equitable environment
- Act as a brand champion for the business area and bank
Requirements
What you’ll need- High School Diploma or GED
- Minimum of 1+ years of experience in Retail, customer service, banking, or contact center experience preferred
- Ability to navigate multiple computer systems, applications, and screens with speed and accuracy
- Digital literacy across smartphones, tablets, laptops, and headsets
- Exceptional listening skills
- Strong relationship management skills and ability to explain complex banking concepts
- Excellent listening, reading, and communication skills
- Ability to communicate financial information clearly and accessibly
- Ability to work in a fast-paced, challenging environment with resiliency
- Experience handling confidential information preferred
- Proficiency in email, MS Office, Teams, internet navigation, and CRM applications
- Ability to work a flexible schedule, including weekends and holidays
- Ability to be onsite for training(s), moments that matter, and applicable meetings/events
- Must be work authorized in the United States without employer sponsorship
- Spanish bilingual capability
Benefits
Comp & perks- Health and well-being benefits
- Savings and retirement programs
- Paid time off, including Vacation PTO, Flex PTO, and Holiday PTO
- Banking benefits and discounts
- Career development opportunities
- Reward and recognition
- Regular career, development, and performance conversations
- Online learning platform
- Mentoring programs
- Training and onboarding sessions
- Competitive benefits plan