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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong customer relationship-building skills and the ability to recommend and sell financial products. Proficient in performing transactions, managing cash drawers, and adhering to industry standards.
Highest-signal resume keywords
Customer Relationship BuildingSales ExperienceCash Drawer ManagementNMLS RegistrationKey Performance Metrics
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Transaction ProcessingBank DocumentationProduct KnowledgeCross-SellingAccount Maintenance
Soft Skills
CommunicationInterpersonal SkillsProblem-Solving
Certifications & Qualifications
HS DiplomaNMLS Registration
Industry Keywords
Retail BankingFinancial ProductsCustomer Needs AssessmentReferral NetworksPerformance Metrics
About the role
Key responsibilities & impact- Ask personalized questions to convert transactions, account maintenance, and routine service requests into cross-sell conversations
- Create sales opportunities by calling leads, visiting businesses to offer workplace banking, and developing referral networks
- Achieve daily key performance metrics while balancing competing priorities
- Learn and perform transactions, cash-drawer management, and bank documentation processes
- Build customer relationships and recommend and sell financial products and services
- Identify customer needs and offer financial solutions
- Perform other duties as assigned
Requirements
What you’ll need- HS Diploma or equivalent
- One year of experience in a retail environment engaging with customers and making product recommendations that lead to sales or relevant experience
- Reliable transportation
- Ability to work branch hours, including weekends and some evenings
- Ability to obtain NMLS registration within 90 days
- Ability to perform transactions, manage a cash drawer, and complete bank documentation according to industry and legal standards
- Ability to meet daily key performance metrics
- Sales, product knowledge, and customer relationship-building capability
Benefits
Comp & perks- Paid Time Off
- 401(k) matching program
- Annual incentive pay
- Paid holidays
- Company-sponsored medical, dental, vision, and other insurance coverage
- Health savings, flexible spending, and dependent care accounts
- Adoption assistance
- Employee assistance program
- Fitness reimbursement
- Tuition reimbursement
- Associate wellbeing program
- Associate emergency fund
- Associate banking benefits
- Extensive training on products, services, sales process, and financial solutions
- Mentorship from UMB leaders
