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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 techniques, with a strong focus on delivering exceptional client service and achieving sales targets. Proficient in advising on financial products and ensuring compliance with regulatory standards.
Highest-signal resume keywords
Client Relationship BuildingConsultative Sales TechniquesFinancial Solutions AdvisorySales Goal AchievementSAFE Compliance
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 ExperienceFinancial Product KnowledgeBasic Computer ApplicationsConsumer Lending OptionsDeposit and Credit Products
Soft Skills
Interpersonal SkillsCommunication SkillsProblem ResolutionMulti-tasking AbilityCustomer Engagement
Tools & Technologies
Microsoft Office
Certifications & Qualifications
SAFE ComplianceNMLS Background Check
Industry Keywords
Bank OperationsRegulatory RequirementsBranch Sales TargetsClient Maintenance RequestsOperational Procedures
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 business growth opportunities
- Perform required teller duties as needed after cross-training
- 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
- Advance sales technique and product knowledge through 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, including a desire to interact with clients and prospects
- 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
- Saturday work required
- Associate’s degree or higher preferred
- Experience with discussing, recommending and selling various deposit, credit and retirement products preferred
- Demonstrated ability in meeting or exceeding sales goals preferred
- General understanding of bank operations, policies and procedures preferred
Benefits
Comp & perks- 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 of employment, prorated based on date of hire and full-time or part-time status
- 10 sick days, prorated
- 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)