Demonstrates expertise in retail banking products and services, with a strong focus on customer relationship management and needs-based sales strategies. Proficient in transaction processing and compliance with banking regulations.

Highest-signal resume keywords

Retail Banking ExperienceCustomer Relationship ManagementSales SkillsAnalytical SkillsInterpersonal Communication

About the role

Key responsibilities & impact

Drive proactive needs-based sales conversations through service-to-sales interactions, teller interactions, and appointment setting
Maintain a comprehensive understanding of retail banking products and services
Enhance existing customer relationships and cultivate new ones by understanding and addressing customer needs
Deliver loan products while ensuring packages are correct and complete
Make referrals to cross-sell banking products and services
Educate customers on transaction-management technology, tools, and resources
Apply product and service knowledge to solve customer problems
Process deposits, withdrawals, and other routine transactions accurately and confidentially
Ensure adherence to banking regulations and internal policies

Requirements

What you’ll need

1+ years of previous banking, cash handling, or retail experience
Demonstrated analytical, accuracy, and problem-solving skills
Strong verbal and written interpersonal communication skills
Must be able to pass a criminal background and credit check
Must be able to work in a full-time, non-remote position

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Cash HandlingTransaction ProcessingLoan Product DeliveryCross-SellingProblem-Solving

Soft Skills

Verbal CommunicationWritten CommunicationCustomer Service

Tools & Technologies

Transaction-Management Technology

Certifications & Qualifications

Criminal Background CheckCredit Check

Industry Keywords

Banking RegulationsRetail BankingCustomer Needs Assessment