FREE ACCESS
5,000–10,000 jobs/day
See all jobs on Scoutfield
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client relationship building and consultative sales, providing tailored financial solutions while adhering to regulatory compliance and operational procedures. Proficient in engaging clients and contributing to branch sales targets through effective communication and teamwork.
Highest-signal resume keywords
Client Relationship BuildingConsultative SalesFinancial SolutionsRegulatory ComplianceInterpersonal Communication
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Client Sales ExperienceConsumer Lending OptionsLoan ApplicationsBasic Computer ApplicationsMicrosoft Office Proficiency
Soft Skills
Excellent Interpersonal SkillsCommunication SkillsMulti-tasking AbilityProblem Resolution
Certifications & Qualifications
SAFE ComplianceNMLS Background Check
Industry Keywords
Client Service ExperienceBranch Sales TargetsOperational ProceduresRisk Management PoliciesConsultative Conversations
About the role
Key responsibilities & impact- Provide an industry-leading client service experience in person and by phone
- Develop and expand new and existing client relationships
- Provide financial solutions based on consultative conversations
- Refer clients to other business partners for additional business growth opportunities
- Cross-train and perform required teller duties as needed
- Handle routine client maintenance requests, problem resolution and advanced sales functions
- Contribute to client service and individual and branch sales targets
- Conduct consultative conversations and refer complex client needs or financial goals to internal specialists
- Participate in Truist Retail Community Bank Leadership Routines
- Attend sales, service and product knowledge meetings, training classes and web-based learning
- Advise on consumer lending options and take loan applications
- Follow internal controls, operational procedures and risk management policies
- Engage clients courteously during transactions, uncover needs, greet clients and help them navigate the branch
Requirements
What you’ll need- High school diploma or equivalent education
- 2 years of client sales and service experience
- Experience with sourcing and prospecting for new clients and client relationship building
- Excellent interpersonal and communication skills
- Demonstrated proficiency in basic computer applications, such as Microsoft Office
- Must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment, including new or transfer of registration and applicable NMLS background check
- Must meet applicable financial responsibility, character, credit fitness and criminal background standards
- Must meet ongoing regulatory requirements
- Ability to multi-task under time constraints
- Ability to travel to accommodate temporary staffing needs, including temporary assignment or locale changes
- Ability to work weekends and/or extended hours; occasional travel and overnights may be included
Benefits
Comp & perks- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- Accidental death and dismemberment coverage
- Tax-preferred savings accounts
- 401(k) plan
- No less than 10 days of vacation during the first year of employment, prorated based on date of hire and full-time or part-time status
- 10 sick days, prorated
- Paid holidays
- Potential eligibility for defined benefit pension plan
- Potential eligibility for restricted stock units
- Potential eligibility for deferred compensation plan
- Additional incentive pay
