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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 compliance with operational procedures. Proficient in utilizing technology for banking services and effective communication to meet client needs.
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 AssessmentProblem ResolutionBasic Computer ApplicationsBranch Automation Skills
Soft Skills
Excellent CommunicationMulti-tasking AbilityCustomer Service Orientation
Tools & Technologies
ATMsOnline BankingMobile Banking
Industry Keywords
Operational ProceduresRisk Management PoliciesCompliance GuidelinesIntegrated Relationship Management
About the role
Key responsibilities & impact- Complete client transactions efficiently and maintain accurate records and proper handling of assigned monies
- Deliver 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 sales through outbound calls, checking client offers, and identifying client needs or opportunities
- Refer clients to appropriate branch team members or specialists
- Support Integrated Relationship Management activities
- Participate in Truist Retail Community Bank Leadership Routines
- Attend sales, service, product knowledge, training, and web-based learning sessions
- Follow internal controls, operational procedures, risk management policies, and current compliance guidelines
- Serve as secondary contact for new account openings and problem resolution
- Offer applicable products and services to clients and prospects
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 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
- 401k 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)