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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, ensuring accurate transaction handling and compliance with operational procedures. Proficient in utilizing technology for client education and support while providing exceptional customer service.
Highest-signal resume keywords
Client Relationship BuildingCash Handling ExperienceMicrosoft Office ProficiencyInterpersonal Communication SkillsOutbound Calling Experience
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 Transaction ManagementBasic Computer ApplicationsFinancial Needs AssessmentATM EducationOnline Banking KnowledgeMobile Banking KnowledgeOperational Procedure ComplianceRisk Management PoliciesSales ExperienceMulti-tasking Under Time Constraints
Soft Skills
Excellent Communication SkillsCustomer Service OrientationCourteous InteractionProblem Resolution SkillsTeam Collaboration
Industry Keywords
Integrated Relationship ManagementRetail BankingClient OutreachBranch AutomationFinancial Services
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, with a focus on outbound calling and Integrated Relationship Management (IRM) 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, check client offers, identify needs, 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
- 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
- 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
- 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 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