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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, consultative sales, and financial solutions while adhering to regulatory compliance and operational procedures. Proficient in engaging clients and achieving sales targets through effective communication and problem-solving skills.
Highest-signal resume keywords
Client Relationship BuildingConsultative SalesFinancial SolutionsRegulatory 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 ProductsCredit ProductsRetirement ProductsBasic Computer ApplicationsMicrosoft Office ProficiencyNMLS RegistrationBank Operations KnowledgeSales Target Achievement
Soft Skills
Interpersonal SkillsCommunication SkillsProblem-Solving SkillsMulti-Tasking AbilityCustomer Service Orientation
Certifications & Qualifications
SAFE Compliance
Industry Keywords
Client Service ExperienceTeller DutiesOperational ProceduresRisk Management PoliciesConsultative ConversationsBranch Sales TargetsTraining ClassesWeb-Based LearningClient Maintenance RequestsSales and Service Meetings
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 internal business partners for additional growth opportunities
- Perform required teller duties and transactions as needed
- Handle client maintenance requests, resolve problems, and perform advanced sales functions
- Contribute to client service and individual and branch sales targets
- Conduct consultative conversations and refer complex 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, conduct 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 applicable NMLS registration and background check requirements
- Must meet ongoing regulatory requirements
- Ability to multi-task under time constraints
- Ability to travel for temporary staffing needs, temporary assignments, 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
- Experience discussing, recommending, and selling deposit, credit, and retirement products preferred
- Demonstrated ability to meet or exceed 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
- 401(k) plan
- At least 10 days of vacation during the first year, prorated
- 10 sick days, prorated
- 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
