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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 and sales, with a strong focus on delivering superior service and managing complex transactions. Proficient in utilizing digital banking solutions and adhering to operational procedures and risk management policies.
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 ExperienceTeller ExperienceBasic Computer ApplicationsBranch Automation SkillsComplex Transaction Handling
Soft Skills
Excellent Interpersonal SkillsStrong Communication SkillsAbility to Multi-taskCourteous Conversation
Tools & Technologies
Digital Banking SolutionsATMsOnline BankingMobile Banking
Industry Keywords
Bank OperationsOperational ProceduresRisk ManagementLoss PreventionIntegrated Relationship Management
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
- Cross-train to support sales and service activities, with a focus on outbound calling and Integrated Relationship Management (IRM) activities
- Provide a distinctive client experience through courteous conversation and complex and standardized transactions
- Educate clients on digital and self-service solutions, including ATMs, Online and Mobile banking
- Support team sales through client outreach, outbound calls, checking client offers, identifying needs, fulfilling needs, or referring 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
- 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 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 (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, 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 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
- 401(k) plan
- At least 10 days of vacation during the first year of employment (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)