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Teller and a sales associate skills for your resume and career

Updated January 8, 2025

5 min read

Quoted expert

Sonya DiPalma Ph.D.

Teller and a sales associate example skills

Below we've compiled a list of the most critical teller and a sales associate skills. We ranked the top skills for teller and a sales associates based on the percentage of resumes they appeared on. For example, 13.8% of teller and a sales associate resumes contained cash handling as a skill. Continue reading to find out what skills a teller and a sales associate needs to be successful in the workplace.

15 teller and a sales associate skills for your resume and career

1. Cash Handling

Here's how teller and a sales associates use cash handling:

Performed account services with accurate cash handling while also addressing customers questions and concerns independently.
Managed cash handling transactions quickly and balance accounts

2. Customer Service

Customer service is the process of offering assistance to all the current and potential customers -- answering questions, fixing problems, and providing excellent service. The main goal of customer service is to build a strong relationship with the customers so that they keep coming back for more business.

Here's how teller and a sales associates use customer service:

Delivered exceptional customer service in the administration of customer bank account transactions and resolution of issues.
Provided comprehensive, timely and quality customer service during stressful and busy banking periods.

3. Bank Products

Those products which a bank offers to its customers are called bank products. There a variety of services that a bank offers to attract customers. Some of the banking products/ services are: giving loans, overdrafts, check payments, exchange of foreign currency, consultancy services credit, debit and ATM cards, home and online banking.

Here's how teller and a sales associates use bank products:

Increased visibility of various bank products by effectively and efficiently explaining benefits leading to high client satisfaction.
Recommended additional bank products and services to customers.

4. Customer Satisfaction

Here's how teller and a sales associates use customer satisfaction:

Resolve promotional allowance, rebate and pricing discrepancies by researching promotion details and special prices to ensure customer satisfaction.
Addressed customer questions and concerns and referred to appropriate internal resources for resolution to achieve customer satisfaction

5. Product Knowledge

Product knowledge is the skill of having better information and knowledge about the product you are selling. Product knowledge is essential for the employees of the companies so they can communicate and inform the customers about the product. Having great product knowledge is essential for a better sales pitch and to give the customer a better and complete idea of the product that will influence him to buy the product eventually.

Here's how teller and a sales associates use product knowledge:

Demonstrate extensive product knowledge and understanding of financial and accounting principles and procedures employed in integrated and interrelated banking systems.
Focus on developing product knowledge of available business products.

6. Financial Transactions

The type of agreement held between two parties (buyer and seller) regarding an exchange of funds for an asset, is termed as a financial transaction. The financial transaction is the exchange of products, services, cash or credit, information, and other things of value among two separate entities for a common goal.

Here's how teller and a sales associates use financial transactions:

Decreased customer dissatisfaction by timely resolution of financial transaction issues.
Served as a teller processing customer financial transactions.

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7. Cross-Sell

Cross-selling is the activity of selling various products or services to a consumer to add the sale value.

Here's how teller and a sales associates use cross-sell:

Conduct needs-based consultative sales discussions in teller line to introduce and cross-sell Guaranty Bank s products, services, and promotions.
Assist in auditing the vault Accomplishments Cross-sell our products.

8. Loan Payments

Here's how teller and a sales associates use loan payments:

Performed basic transactions including answering general inquiries and administering customer transactions and loan payments.
Conducted currency exchange with business clients and bank tellers * Assisted with transfers, loan payments, and balance inquiries.

9. Cross-Selling

Here's how teller and a sales associates use cross-selling:

Wire transmitting Accomplishments Meeting new people, learning to expand on my cross-selling abilities
Analyzed customer's needs, determined appropriate products and services and uncovered additional cross-selling opportunities with existing and prospective clients.

10. Financial Services

Financial services are economic services that are offered by the finance sector, which includes banks, financial institutes credit-card agencies, insurance companies, accountancy firms, and others that handles assets. Organizations in the financial services sector are concerned with money and risk management.

Here's how teller and a sales associates use financial services:

Promoted financial services and answered questions about products provided.
Recommended additional financial services based on client needs.

11. Process Transactions

In the field of computer science, transaction processing is data processing, which is split into individual and indivisible operations called transactions. It is important for each transaction to fail or succeed as a complete unit, it cannot be partially complete.

Here's how teller and a sales associates use process transactions:

Process transactions accurately and efficiently- Maintain customer accounts- Answer calls and transfer to appropriate location
Coached and trained the teller team to process transactions accurately, efficiently, and in accordance with established policies and procedures.

12. Securities

Here's how teller and a sales associates use securities:

Answered customers questions and explained available services as deposit accounts, bonds and securities.
Oversee securities transactions, funds transfers, accounts, and option trades.

13. Savings Accounts

Here's how teller and a sales associates use savings accounts:

Helped customers set up new checking and savings accounts, apply for new or used car loans, and mortgage loans.
Performed basic teller duties, met high sales expectations, opened checking & savings accounts as well as other banker duties.

14. Bank Procedures

Here's how teller and a sales associates use bank procedures:

Processed all cash instruments within accordance with bank procedures and recorded all transactions accurately.
Comply with bank procedures by participating in training and following security protocols.

15. Problem Resolution

A problem resolution refers to how a person identifies the problem, determining its cause, creating a reasonable solution, and implementing a conclusion. With the help of a client specialist, it is easier to handle such a situation. Problem resolution plays a vital role in helping resolve problems efficiently and effectively.

Here's how teller and a sales associates use problem resolution:

Assisted customers with bank statement reconciliations, opening new accounts, ordering checks, and problem resolution.
Assist customers with inquiries and/or problem resolution.

5 Teller And A Sales Associate resume examples

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What skills help Teller And A Sales Associates find jobs?

Tell us what job you are looking for, we’ll show you what skills employers want.

What soft skills should all teller and a sales associates possess?

Sonya DiPalma Ph.D.

Associate Professor, Chair, Academic Policies Committee, Director of MCOM Internship Program, University of North Carolina at Asheville

Be personable and a person someone wants to talk with and work with on a continuing basis. Listening and note-taking skills will be critical. Great employees listen well and ask good follow up questions. Be versatile and adaptable. If you find some downtime between projects, ask how you may help with another project.

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List of teller and a sales associate skills to add to your resume

The most important skills for a teller and a sales associate resume and required skills for a teller and a sales associate to have include:

Cash Handling
Customer Service
Bank Products
Customer Satisfaction
Product Knowledge
Financial Transactions
Cross-Sell
Loan Payments
Cross-Selling
Financial Services
Process Transactions
Securities
Savings Accounts
Bank Procedures
Problem Resolution
ATM
Bank Policies

Customer Transactions
Cash Drawers
Bank Operations
Bank Services
Customer Accounts
Customer Relations
Wire Transfers
Customer Inquiries
Account Services
Financial Products
Foreign Currency
Account Maintenance
Cold Calls
Bank Accounts
Quality Customer Service
Credit Card
Cashier Checks

Customer Issues
Business Accounts
Security Procedures
Check Accuracy
Loan Applications
Travelers Checks
Savings Withdrawals
Night Drop
Monetary Transactions
Sales Events
Customer Complaints
Savings Bonds
TCF
Check Deposits
Bank Regulations

Updated January 8, 2025

Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.

Updated January 8, 2025

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