Demonstrates expertise in retail banking products and services, with a strong focus on customer relationship management and problem-solving. Proficient in conducting needs-based sales conversations and ensuring compliance with banking regulations.

Highest-signal resume keywords

NMLS LicenseLending ExperienceCash HandlingAnalytical SkillsInterpersonal Communication Skills

About the role

Key responsibilities & impact

Drive proactive needs-based sales conversations through interactions, including service to sales, teller interactions and appointment setting
Maintain a comprehensive understanding of retail banking products and services
Identify opportunities to enhance existing customer relationships and cultivate new ones by understanding and addressing customers’ needs
Assist customers financially by delivering loan products, ensuring packages are correct and complete
Identify opportunities and make referrals to cross-sell banking products and services to other areas of the bank
Educate customers on options for managing transactions using technology and available tools and resources
Apply product and service knowledge to solve customer problems
Process deposits, withdrawals, and other routine transactions with accuracy and confidentiality
Ensure adherence to banking regulations and internal policies

Requirements

What you’ll need

NMLS License required
1+ years of previous banking and cash handling
1+ years of lending experience
Demonstrated analytical, accuracy, and problem-solving skills
Strong verbal and written interpersonal communication skills
Ability to uncover and provide solutions to meet customer needs
Current Notary Public Certification preferred
Must be able to pass a criminal background & credit check

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

Retail Banking ProductsLoan ProductsTransaction ProcessingCross-SellingCustomer Relationship Management

Soft Skills

Problem-SolvingVerbal CommunicationWritten CommunicationCustomer Needs Assessment

Tools & Technologies

Banking Technology Tools

Certifications & Qualifications

NMLS LicenseNotary Public Certification

Industry Keywords

Banking RegulationsCustomer ServiceFinancial Services