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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 management and consultative sales, with a strong focus on delivering financial solutions and achieving sales targets. Proficient in navigating banking operations and compliance requirements while providing exceptional client service.
Highest-signal resume keywords
Client Relationship BuildingConsultative Sales ExperienceFinancial 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 MaintenanceDeposit Product KnowledgeCredit Product KnowledgeConsumer Lending OptionsSales FunctionsBasic Computer ApplicationsMicrosoft Office ProficiencyBank Operations UnderstandingProblem ResolutionMulti-tasking
Soft Skills
Interpersonal SkillsCommunication SkillsCustomer EngagementCourteous InteractionTime Management
Certifications & Qualifications
SAFE ComplianceNMLS Background Check
Industry Keywords
Client Service ExperienceFinancial SolutionsSales TargetsBranch OperationsConsultative 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
- Cross-train and perform teller duties as needed
- Handle client maintenance requests, resolve problems and perform 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
- Engage clients courteously during transactions, uncover needs, handle teller transactions, 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 background check and 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
- Experience discussing, recommending and selling 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
- 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
- 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
