Position Details

Type Not Specified

Experience entry

Exp. Years 2 years

Education High School Diploma or GED

Category Finance & Accounting

About this role

Retail banking role focused on customer care, handling daily transactions, and cross-selling bank products. Requires adherence to policies and travel within the market.

Key Responsibilities

Provide excellent customer care
Handle daily transactions
Refer customers to business partners
Maintain knowledge of bank policies
Manage referrals and sales opportunities

Technical Overview

Retail banking environment with emphasis on customer service, cash handling, policy knowledge, and NMLS regulatory compliance.

Ideal Candidate

The ideal candidate is a customer-service oriented junior Personal Banker with strong cash handling, communication, and cross-selling skills, capable of traveling within the market and upholding banking policies and ethics.

Must-Have Skills

High school diploma/GEDCash handlingPublic interaction2 years CSR experienceNMLS SAFE Act registration

Nice-to-Have Skills

Retail banking experienceCross-sellingSales referrals experienceBank products knowledge

Required Skills

High school diploma/GEDcash handlingpublic interactionCSR experienceNMLS SAFE Act registrationreading/writingsales referrals

Hard Skills

Cash handlingRetail banking policiesCustomer serviceCross-sellingReferralsNMLS SAFE Act registrationBank policiesProblem resolution

Soft Skills

CommunicationProfessional imageInterpersonal skillsTeamworkProblem-solvingDiscretion/ confidentiality

Certifications

Required

SAFE Act Registration (Nationwide Mortgage Licensing System)

Industry & Role

Industry Banking

Job Function Provide retail banking customer service in a financial center with product referrals and policy adherence

Role Subtype Customer Service & Support

Keywords for Your Resume

Float Personal Banker Associate IPersonal BankerMidwest Chicago RegionFifth Third BankRetail BankingCustomer careCustomer serviceCash handlingReferralsSales referralsCross-sellingBanking policiesBank productsNMLSNationwide Mortgage Licensing SystemSAFE ActFinancial CenterTravelEthical behaviorCode of Business Conductpersonal bankercustomer servicecash handlingreferralscross-sellingbanking productsbank policiesretail banking

Deal Breakers

Not specified

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