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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 meeting sales targets and providing exceptional client service. Proficient in financial solutions, consumer lending, and compliance with industry regulations.
Highest-signal resume keywords
Client Relationship BuildingSales Target AchievementConsultative Sales TechniquesSAFE ComplianceFinancial Product Knowledge
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 ExperienceConsumer LendingDeposit ProductsCredit ProductsRetirement ProductsBasic Computer ApplicationsMicrosoft Office ProficiencyProblem ResolutionSales Initiatives LeadershipBank Operations Knowledge
Soft Skills
Interpersonal SkillsCommunication SkillsMulti-tasking AbilityClient Service OrientationTeam Collaboration
Certifications & Qualifications
SAFE ComplianceNMLS Registration
Industry Keywords
Client Service ExperienceFinancial SolutionsConsultative ConversationsBranch Sales TargetsOperational ProceduresRisk Management PoliciesTruist Retail Community BankSales and Service MeetingsClient Maintenance RequestsProspecting for New Clients
About the role
Key responsibilities & impact- Provide an industry-leading client service experience
- 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
- Perform required teller duties as needed after cross-training
- Handle client maintenance requests, problem resolution and advanced sales functions for deposit, credit, convenience and other products and services
- Meet or exceed client service 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 and training
- 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
- 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 registration and background check 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- Additional incentive pay is available
- 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, prorated as applicable
- 10 sick days, prorated as applicable
- 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
