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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 meeting sales targets. Proficient in financial solutions and compliance with regulatory requirements.
Highest-signal resume keywords
Client Relationship BuildingConsultative Sales TechniquesFinancial Solutions AdvisorySAFE ComplianceInterpersonal Communication Skills
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 ExperienceTeller DutiesConsumer Lending OptionsLoan Application ProcessingBasic Computer Applications
Soft Skills
Excellent Interpersonal SkillsCommunication SkillsMulti-tasking AbilityProblem Resolution
Tools & Technologies
Microsoft Office
Certifications & Qualifications
SAFE ComplianceNMLS Registration
Industry Keywords
Client Service ExperienceSales TargetsOperational ProceduresRisk Management PoliciesCompliance Guidelines
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 through consultative conversations and referrals to business partners
- Perform required teller duties as needed
- Handle client maintenance requests, problem resolution, and sales functions for deposit, credit, convenience, and other products and services
- Meet or exceed 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
- Build knowledge of sales techniques and products through meetings, training, and web-based learning
- Advise on consumer lending options and take loan applications
- Follow internal controls, operational procedures, risk management policies, and compliance guidelines
- 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
- 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
- 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
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 (prorated)
- 10 sick days (prorated)
- Paid holidays
- Defined benefit pension plan (position/division dependent)
- Restricted stock units (position/division dependent)
- Deferred compensation plan (position/division dependent)