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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, sales support, and transaction handling while adhering to operational procedures and risk management policies. Proficient in utilizing technology for branch automation and delivering exceptional client service.
Highest-signal resume keywords
Client Relationship BuildingSales ExperienceCash HandlingMicrosoft Office ProficiencyRisk Management 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 Service ExperienceTransaction HandlingOutbound CallingBasic Computer ApplicationsBranch Automation Skills
Soft Skills
Interpersonal SkillsCommunication SkillsMulti-tasking AbilityCustomer Service Orientation
Tools & Technologies
Online BankingMobile BankingATMs
Industry Keywords
Bank OperationsOperational ProceduresRisk ManagementLoss PreventionClient Outreach
About the role
Key responsibilities & impact- Provide timely and efficient completion of client transactions while maintaining accurate records and properly handling all assigned monies
- Deliver superior quality service by identifying and understanding clients’ financial needs
- Support sales and service activities, with a focus on outbound calling and Integrated Relationship Management activities
- Provide a distinctive client experience through courteous conversations and standardized or complex transactions
- Educate clients on ATMs, Online Banking, and Mobile Banking
- Participate in client outreach through outbound calls, check client offers, identify needs and opportunities, fulfill needs, or refer clients to appropriate branch team members or specialists
- Participate in Truist Retail Community Bank Leadership Routines
- Attend sales, service, and product knowledge meetings and applicable training 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 or 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 (PC) 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 as required, including temporary assignment or locale changes
- Ability to work weekends and/or extended hours; occasional travel and overnights may be included
- 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 with sourcing and prospecting for new clients and client relationship building
- 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 of employment, 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