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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 building, financial transaction processing, and risk management while providing exceptional customer service. Proficient in utilizing banking software and adhering to operational procedures to meet client needs effectively.
Highest-signal resume keywords
Client Relationship BuildingCash Handling ExperienceRisk Management KnowledgeMicrosoft 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 TransactionsBranch Automation SoftwareComplex TransactionsSales ExperienceFinancial Needs Assessment
Soft Skills
Excellent CommunicationMulti-tasking AbilityCustomer Service Orientation
Tools & Technologies
Online BankingMobile BankingATMs
Industry Keywords
Bank OperationsOperational ProceduresRisk Management PoliciesLoss Prevention
About the role
Key responsibilities & impact- Complete client transactions accurately and efficiently while handling assigned monies
- Deliver high-quality service by identifying and understanding clients’ financial needs
- Conduct complex and standardized transactions while uncovering client needs
- Educate clients on ATMs, online banking, and mobile banking
- Support client outreach through outbound calls and checking client offers
- Identify client needs and fulfill them or refer clients to appropriate branch team members or specialists
- Participate in Truist Retail Community Bank Leadership Routines
- Advance product and individual knowledge through meetings, training classes, and web-based learning
- 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 a proportionate workload 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
- 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, 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 overnights 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
- 401(k) plan
- At least 10 days of vacation during the first year, prorated
- 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