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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 financial service delivery while adhering to compliance and operational procedures. Proficient in utilizing technology for branch automation and providing exceptional client experiences.
Highest-signal resume keywords
Client Relationship BuildingCash Handling ExperienceSales ExperienceMicrosoft 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 TransactionsBranch AutomationBasic Computer ApplicationsComplex TransactionsFinancial Needs AssessmentOutbound CallingIntegrated Relationship ManagementClient OutreachProduct KnowledgeOperational Procedures
Soft Skills
Interpersonal SkillsCommunication SkillsMultitasking AbilityCustomer Service OrientationCourteous Conversations
Tools & Technologies
Online BankingMobile BankingATMs
Industry Keywords
Bank OperationsCompliance GuidelinesRisk Management PoliciesLoss PreventionClient Service
About the role
Key responsibilities & impact- Complete client transactions accurately and efficiently while maintaining records and properly handling assigned monies
- Deliver high-quality service by identifying and understanding clients’ financial needs
- Support sales and service activities, including outbound calling and Integrated Relationship Management (IRM) activities
- Provide a distinctive client experience through courteous conversations and complex and standardized transactions
- Educate clients on ATMs, Online Banking, and Mobile Banking
- Participate in client outreach, 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
- Advance product and individual knowledge through meetings, training classes, and web-based learning
- Follow internal controls, operational procedures, risk management policies, and compliance guidelines
- Serve as secondary contact for new account openings and problem resolution
- Offer applicable products and services to clients and prospects
- Handle work volume according to 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 keyboard and software skills necessary for branch automation
- Ability to multitask 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
- 401k plan
- At least 10 days of vacation during the first year (prorated)
- 10 sick days during the first year (prorated)
- Paid holidays
- Defined benefit pension plan (position/division dependent)
- Restricted stock units (position/division dependent)
- Deferred compensation plan (position/division dependent)