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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, with a strong focus on delivering exceptional client service and achieving sales targets. Proficient in financial solutions, compliance, and operational procedures within a banking environment.
Highest-signal resume keywords
Client Relationship BuildingConsultative Sales ExperienceFinancial Solutions ExpertiseSAFE ComplianceSales Goal Achievement
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 OptionsDeposit Products KnowledgeCredit Products KnowledgeRetirement Products KnowledgeBasic Computer ApplicationsMulti-tasking Under Time ConstraintsProblem ResolutionTransaction HandlingRegulatory Compliance
Soft Skills
Excellent Interpersonal SkillsCommunication SkillsProfessional Service QualityAbility to Handle Multiple PrioritiesVerbal and Written Communication Skills
Tools & Technologies
Microsoft Office
Certifications & Qualifications
SAFE ComplianceNMLS Background Check
Industry Keywords
Bank OperationsClient ServiceSales TargetsConsultative ConversationsRisk Management Policies
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 to perform required teller duties as needed
- Handle routine client maintenance requests, problem resolution and advanced sales functions for deposit, credit, convenience and other products and services
- 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
- Stay informed of policy and procedure changes to ensure compliance
- Conduct transactions, uncover client 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
- English language fluency required
- Associate’s degree or higher preferred
- Demonstrated ability to handle multiple priorities under time constraints preferred
- Excellent verbal and written communication skills preferred
- Ability to respond professionally with a high level of service quality preferred
- Experience discussing, recommending and selling deposit, credit and retirement products to consumer and small business clients preferred
- Demonstrated ability in meeting or exceeding sales goals preferred
- General understanding of bank operations, policies and procedures preferred
Benefits
Comp & perks- Additional incentive pay is available
- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- Accidental death and dismemberment coverage
- Tax-preferred savings accounts
- 401k plan
- At least 10 days of vacation during the first year, prorated as applicable
- 10 sick days, prorated as applicable
- Paid holidays
- Defined benefit pension plan may be available depending on position and division
- Restricted stock units may be available depending on position and division
- Deferred compensation plan may be available depending on position and division
