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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates proficiency in client transactions, relationship building, and sales support while adhering to operational procedures and compliance guidelines. Capable of delivering high-quality client service and educating clients on banking products and services.
Highest-signal resume keywords
Client Relationship BuildingSales ExperienceCash HandlingRisk ManagementMicrosoft Office Proficiency
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 TransactionsCash HandlingBranch AutomationComplex TransactionsRisk ManagementLoss PreventionBank Operations KnowledgeOutbound Client CallsFinancial Needs IdentificationRecord Maintenance
Soft Skills
Interpersonal SkillsCommunication SkillsMultitasking AbilityClient Service OrientationProblem Resolution
Industry Keywords
Integrated Relationship ManagementCompliance GuidelinesOperational ProceduresFinancial ProductsClient Education
About the role
Key responsibilities & impact- Complete client transactions accurately, efficiently, and in a timely manner
- Maintain accurate records and properly handle assigned monies
- Deliver high-quality client service and identify clients’ financial needs
- Conduct complex and standardized transactions while engaging clients and uncovering needs
- Educate clients on ATMs, online banking, and mobile banking
- Support sales through outbound client calls, checking client offers, identifying needs, and referring clients to appropriate team members or specialists
- Support Integrated Relationship Management (IRM) activities
- Participate in Truist Retail Community Bank Leadership Routines
- Attend sales, service, product knowledge, training, and web-based learning sessions
- Follow internal controls, operational procedures, risk management policies, and compliance guidelines
- Serve as a secondary contact for new account openings and problem resolution
- Offer applicable products and services to clients and prospects
Requirements
What you’ll need- High school diploma or equivalent education
- Two years of teller, cash handling, or client service experience
- Six months of client relationship building or sales experience
- Excellent interpersonal and communication skills
- Ability to master personal computer keyboard and software skills necessary for branch automation
- Ability to multitask under time constraints
- Proficiency in basic computer applications, such as Microsoft Office
- Ability to travel for temporary staffing needs, including temporary assignment or locale changes
- Ability to work weekends and/or extended hours; occasional travel and overnight stays may be included
- English language fluency required
- Preferred: One year of client relationship building or sales experience
- Preferred: Knowledge of advanced or complex branch transactions, risk management, and loss prevention
- Preferred: Experience sourcing and prospecting for new clients and building client relationships
- Preferred: General understanding of bank operations, policies, and procedures
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, prorated
- 10 sick days during the first year, prorated
- Paid holidays
- Defined benefit pension plan (position/division dependent)
- Restricted stock units (position/division dependent)
- Deferred compensation plan (position/division dependent)