About this role
Provide customer care and refer customers to business partners for bank products; travel to financial centers to support market coverage.
Key Responsibilities
- Provide excellent customer care
- Refer customers to business partners for the selling and cross-selling of bank products
- Travel to financial centers within the market
- Maintain a balancing record and help resolve outages as needed
- Address customer inquiries and problem resolution
Technical Overview
Non-IT retail banking role focused on customer service, cash handling, and regulatory compliance (NMLS/Safe Act).
Ideal Candidate
The ideal candidate is an entry-level personal banker with 2+ years CSR experience, strong customer service skills, and the ability to refer customers to business partners for bank products while traveling to financial centers.
Must-Have Skills
High school diploma/GEDExtensive cash handlingAbility to interact comfortably with the publicInitiative to initiate dialogueRead/write well in oral and written form2 years CSR experienceSAFE Act registration via NMLS
Tools & Platforms
NMLSNationwide Mortgage Licensing SystemBancorp Code of Business Conduct and Ethics
Required Skills
Cash HandlingAdvanced MathPublic InteractionProfessional ImageRead and Write (Oral and Written Communication)Retail Policies & ProceduresNMLS (Nationwide Mortgage Licensing System)SAFE Act registration2 years CSR experienceSales referralsCross-sellingBank products knowledgeTravel to financial centers
Hard Skills
Cash HandlingAdvanced MathPublic InteractionProfessional ImageRead and Write (Oral and Written Communication)Retail Policies & ProceduresNMLS (Nationwide Mortgage Licensing System)SAFE Act registration2 years CSR experienceSales referralsCross-sellingBank products knowledgeTravel to financial centers
Soft Skills
Customer ServiceCommunicationProblem SolvingTeamworkEthical BehaviorAttention to DetailTime ManagementAdaptability
Certifications
Required
SAFE Act registration (Nationwide Mortgage Licensing System)
Keywords for Your Resume
Float Personal Banker Associate IFifth Third Bankcustomer carecross-sellingsales referralsbank productsbanking policiesreferrals to business partnersNMLSNationwide Mortgage Licensing SystemSAFE Act2 years CSR experienceextensive cash handlinghigh school diplomaPublic interactionprofessional imageread and writetravel to financial centersnmlssafe actcsr experiencecash handlingpublic interactiontravel
Deal Breakers
No high school diploma/GED, No NMLS SAFE Act registration, Lack of CSR experience or cash-handling experience
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