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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong customer service skills and the ability to build relationships while effectively marketing banking products and services. Proficient in transaction processing and compliance with banking regulations.
Highest-signal resume keywords
Customer Service ExperienceCash Handling ExperienceSales ExperienceAttention to DetailBanking 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
Transaction ProcessingAccount OpeningLoan ApplicationsDigital Banking ServicesReferral Techniques
Soft Skills
Excellent Oral CommunicationExcellent Written CommunicationEnthusiastic Customer Interaction
Tools & Technologies
Banking Software Programs
Certifications & Qualifications
High School Diploma or Equivalent
Industry Keywords
Customer Relationship ManagementRegulatory Banking RequirementsRetail Sales Environment
About the role
Key responsibilities & impact- Provide products and services to enhance Customer relationships
- Get to know customers, understand and educate them regarding their financial needs, and recommend appropriate products and services
- Conduct in-person interactions and outbound calling efforts
- Open new accounts and submit loan applications
- Comply with Bank policies, procedures, and regulatory banking requirements
- Resolve customer service issues and perform account maintenance requests
- Recommend and promote the Bank’s digital banking services
- Assist Customers with teller transactions
- Process transactions in a timely, efficient, accurate, and friendly manner
- Complete classroom and hands-on training at various banking offices
- Apply training in transaction processing, account opening, referral techniques, customer service, and relationship building
Requirements
What you’ll need- High School Diploma or equivalent is required
- Must have at least one year of face-to-face customer service experience
- Previous cash handling experience is required
- Prior sales experience is required
- Must have a proven ability to work with customers in an enthusiastic manner
- Previous experience in a retail sales environment is strongly preferred
- Must have a proven ability for attention to detail
- Ability to use and learn multiple banking and software programs
- Must have proven, excellent customer service skills
- Must have excellent oral and written communication skills
- Must possess the ability to market Bank products and services
- One year of previous banking experience preferred
- Must be legally authorized to work in the United States without an employer-sponsored petition for a visa
Benefits
Comp & perks- Competitive salaries
- Advancement opportunities
- Continuous learning environment
- Classroom and hands-on training
- Incentive opportunities
- Medical, dental, and vision coverage
- 401(k) plan
- Life, accident, and disability insurance
- Flexible spending accounts (FSAs)
- Health savings accounts (HSAs)
- Wellness programs
- Paid parental leave
- Military leave
- Vacation and other paid time off
- Sick leave in accordance with applicable state laws
- Paid holidays