FREE ACCESS
5,000–10,000 jobs/day
See all jobs on Scoutfield
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
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 exceptional client service and achieving sales targets. Proficient in consumer lending options and compliance with regulatory requirements.
Highest-signal resume keywords
Client Relationship BuildingConsultative Sales ExperienceConsumer Lending KnowledgeSAFE 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 MaintenanceSales FunctionsFinancial SolutionsTeller DutiesLoan ApplicationsOperational ProceduresRisk Management Policies
Soft Skills
Excellent Interpersonal SkillsCommunication SkillsMulti-tasking Ability
Tools & Technologies
Microsoft Office
Certifications & Qualifications
SAFE ComplianceNMLS Registration
Industry Keywords
Client Service ExperienceSales TargetsConsultative ConversationsBranch Sales InitiativesRegulatory Requirements
About the role
Key responsibilities & impact- Provide an industry-leading client service experience through developing and expanding new and existing client relationships
- Provide financial solutions based on consultative conversations
- Refer clients to other business partners for additional business growth opportunities
- Perform required teller duties as needed after cross-training
- Handle client maintenance requests, problem resolution, and sales functions for deposit, credit, convenience, and other products and services
- Meet or exceed client service, 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
- Lead sales initiatives within the branch and act as an expert resource
- Provide professional client service while conducting transactions and uncovering client needs
Requirements
What you’ll need- High school diploma or equivalent education
- 4 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
- Must meet ongoing regulatory requirements
- Ability to multi-task under time constraints
- Ability to travel for temporary staffing needs, including temporary assignment or locale changes
- Ability to work weekends and/or extended hours
- Occasional travel and overnights may be required
- English language fluency required
Benefits
Comp & perks- Additional incentive pay
- 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
- 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