Demonstrates expertise in building client relationships and providing tailored banking solutions, with a strong focus on customer service and knowledge of retail banking products. Proficient in leveraging digital tools to enhance client engagement and operational efficiency.

Highest-signal resume keywords

Retail Banking ExperienceNMLS RegistrationCustomer Service SkillsDigital Product KnowledgeSales Campaign Participation

About the role

Key responsibilities & impact

Build and foster client relationships through proactive outreach and follow-up
Engage customers in person, by appointment, and virtually
Assess and attend to customers’ banking needs
Obtain and process customer and account information
Demonstrate and educate clients on deposit and loan products and services
Recommend solutions based on customers’ goals and needs
Maintain knowledge of consumer and business banking products and services, including digital products
Provide a consistent optimal client experience, including greeting clients and processing basic transactions
Develop collaborative partnerships with branch team members and partners
Open new consumer and business accounts
Complete service requests and submit credit applications
Educate clients on emerging and self-service digital products and services
Leverage resources and technologies to optimize the client experience and operational accuracy

Requirements

What you’ll need

High school diploma or equivalent
Typically a minimum four to five years of job-related, retail banking experience or a combination of experience and commensurate training
National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z
Required NMLS registration process includes a criminal background and credit check
Ability to build and foster relationships with clients through proactive outreach and follow up
Ability to effectively engage and communicate with clients
Thorough knowledge of applicable bank and branch policies, procedures and support systems
Thorough knowledge of all retail products and services
Proven customer service and interpersonal skills
Experience participating in sales campaigns/promotions
Experience using and demonstrating digital products and self-service technologies
Ability to identify customers’ true needs while leveraging a digital-first mindset
Demonstrated advanced proficiency in making appropriate recommendations that meet customer needs reactively and proactively
Experience in the financial services industry preferred

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Banking Products KnowledgeAccount OpeningService Request CompletionCredit Application ProcessingClient Needs Assessment

Soft Skills

Relationship BuildingEffective CommunicationInterpersonal SkillsProactive OutreachCollaborative Partnership Development

Tools & Technologies

Digital Banking ProductsSelf-Service Technologies

Certifications & Qualifications

NMLS Registration

Industry Keywords

Financial ServicesConsumer BankingBusiness BankingBranch PoliciesRegulation Z