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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 advising on financial solutions and navigating banking operations while ensuring compliance with regulatory requirements.
Highest-signal resume keywords
Client Relationship BuildingConsultative Sales ExperienceSAFE ComplianceFinancial Solutions AdvisorySales 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 OptionsBasic Computer ApplicationsDeposit Product KnowledgeCredit Product KnowledgeRetirement Product KnowledgeProblem ResolutionTeller DutiesMulti-taskingRegulatory Compliance
Soft Skills
Interpersonal SkillsCommunication SkillsCustomer ServiceTeam CollaborationTime Management
Tools & Technologies
Microsoft Office
Certifications & Qualifications
SAFE ComplianceNMLS Registration
Industry Keywords
Bank OperationsRisk Management PoliciesBranch Sales TargetsClient Maintenance RequestsConsultative 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 internal business partners for additional growth opportunities
- 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 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 applicable NMLS registration and background check requirements
- 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
- Preferred: Associate’s degree or higher
- Preferred: Experience discussing, recommending, and selling deposit, credit, and retirement products to consumer and small business clients
- Preferred: Demonstrated ability to meet or exceed sales goals
- Preferred: General understanding of bank operations, policies, and procedures
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
- At least 10 days of vacation during the first year of employment, prorated as applicable
- 10 sick days, prorated as applicable
- Paid holidays
- Defined benefit pension plan (depending on position and division)
- Restricted stock units (depending on position and division)
- Deferred compensation plan (depending on position and division)
