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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong client relationship management and sales skills, with a focus on delivering superior service and understanding client financial needs. Proficient in handling transactions, adhering to operational procedures, and utilizing technology for branch automation.
Highest-signal resume keywords
Client Relationship BuildingCash Handling ExperienceSales ExperienceMicrosoft 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 ApplicationsBranch Automation SkillsOutbound Calling
Soft Skills
Excellent CommunicationMulti-tasking AbilityCourteous Client Engagement
Tools & Technologies
Online BankingMobile BankingATMs
Industry Keywords
Risk Management PoliciesOperational ProceduresRetail BankingClient Outreach
About the role
Key responsibilities & impact- Provide timely and efficient completion of client transactions while maintaining accurate records and proper handling of assigned monies
- Deliver superior quality service by identifying and understanding clients’ financial needs
- Support sales and service activities, particularly outbound calling and Integrated Relationship Management (IRM) activities
- Engage clients in courteous conversations, conduct complex and standardized transactions, and uncover client needs
- Educate clients on ATMs, Online Banking, and Mobile Banking
- Participate in client outreach, check client offers, identify needs or opportunities, fulfill needs, or refer clients to appropriate branch team members or specialists
- Participate in Truist Retail Community Bank Leadership Routines
- Advance individual and product knowledge through meetings, training classes, and web-based learning
- Adhere to 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 a proportionate volume of work based on 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, including a desire to interact with clients and prospects
- Ability to master personal computer keyboard and software skills necessary for branch automation
- Ability to multi-task under time constraints
- Demonstrated proficiency in basic computer applications, such as 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 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
- 401(k) plan
- At least 10 days of vacation during the first year, 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)