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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 financial service delivery, with a strong focus on transaction accuracy and operational compliance. Proficient in utilizing technology for banking services and effective communication to meet client needs.
Highest-signal resume keywords
Client Relationship BuildingCash Handling ExperienceSales SupportMicrosoft Office ProficiencyInterpersonal 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 TransactionsFinancial Needs AssessmentBasic Computer ApplicationsATM EducationOnline Banking KnowledgeMobile Banking KnowledgeOperational ProceduresRisk Management PoliciesMulti-tasking Under Time ConstraintsProblem Resolution
Soft Skills
Excellent Interpersonal SkillsEffective Communication Skills
Industry Keywords
Integrated Relationship ManagementRetail BankingClient ServiceSales ExperienceBranch Automation
About the role
Key responsibilities & impact- Complete client transactions efficiently and maintain accurate records and proper handling of assigned monies
- Deliver high-quality service by identifying and understanding 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 fulfilling or referring opportunities
- Support Integrated Relationship Management (IRM) activities
- Participate in Truist Retail Community Bank Leadership Routines
- Attend sales, service, and product knowledge meetings and applicable training
- Follow internal controls, operational procedures, and risk management policies
- Serve as secondary contact for new account openings and problem resolution
- Offer applicable products and services to clients and prospects
- Handle workload according to branch demands
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 multi-task under time constraints
- Proficiency in basic computer applications, including Microsoft Office software products
- 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 required
- 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)
- 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)