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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in retail banking, including customer relationship management, loan origination, and compliance with regulatory requirements. Proficient in educating clients on banking products and maintaining necessary financial registrations.
Highest-signal resume keywords
National Mortgage Licensing Service (NMLS) RegistrationSecurities Industry Essentials (SIE)Series 6 RegistrationSeries 63 RegistrationRetail Banking Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Loan OriginationAccount OpeningDigital Banking SolutionsCustomer Needs AssessmentProduct Demonstration
Soft Skills
Relationship BuildingCustomer Service
Certifications & Qualifications
NMLS RegistrationFINRA SIESeries 6Series 63
Industry Keywords
Retail BankingComplianceFINRAS.A.F.E. ActWealth Management
About the role
Key responsibilities & impact- Build relationships with customers through in-person, appointment-based, and virtual channels
- Assess and attend to customers’ banking needs
- Obtain and process customer and account information
- Demonstrate and educate clients on available deposit and loan products and services
- Recommend solutions based on customers’ goals and needs
- Originate and close consumer loans
- Open accounts and provide digital banking solutions
- Open and/or close the branch
- Work in other nearby locations on occasion
- Refer clients to registered representatives in partnership with wealth management teams
- Actively maintain FINRA registrations to meet defined referral client and wealth management introductions
Requirements
What you’ll need- National Mortgage Licensing Service (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z
- Ongoing compliance with all legal or regulatory registration requirements, including maintaining a satisfactory criminal and credit record
- Securities Industry Essentials (SIE), Series 6, and Series 63
- FINRA SIE, Series 6 (or Series 7), and Series 63 (or Series 66) registrations
- High school diploma or equivalent
- Five or more years of job related, retail banking experience or a combination of experience and commensurate training
- Hire is contingent upon an approved FINRA background check
- Ability to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies
Benefits
Comp & perks- Healthcare (medical, dental, vision)
- Basic term and optional term life insurance
- Short-term and long-term disability
- Pregnancy disability and parental leave
- 401(k) and employer-funded retirement plan
- Paid vacation (from two to five weeks depending on salary grade and tenure)
- Up to 11 paid holiday opportunities
- Adoption assistance
- Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
- Incentive and recognition programs
- Equity stock purchase
- 401(k) contribution and pension
