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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 techniques, 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 TechniquesConsumer Lending OptionsSAFE 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 DutiesProblem ResolutionSales FunctionsFinancial SolutionsLoan ApplicationsOperational ProceduresRisk Management PoliciesMulti-taskingMicrosoft Office Proficiency
Soft Skills
Excellent Interpersonal SkillsCommunication SkillsAbility to Multi-taskClient Service OrientationAdaptability
Certifications & Qualifications
SAFE ComplianceNMLS Background Check
Industry Keywords
Client Service ExperienceSales TargetsFinancial ProductsTruist Retail Community BankConsultative Conversations
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 and referrals to other business partners
- 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
- 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
- Lead sales initiatives within the branch and act as an expert resource
- Provide professional client service during transactions while 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 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
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)