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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 transaction processing while adhering to compliance and operational procedures. Proficient in utilizing technology for banking solutions and delivering high-quality customer service.
Highest-signal resume keywords
Client Relationship BuildingSales SupportCash HandlingRisk ManagementMicrosoft Office Proficiency
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 AutomationComplex TransactionsFinancial Needs AssessmentOutbound Client CallsProblem ResolutionBasic Computer ApplicationsATM EducationOnline Banking SolutionsMobile Banking Solutions
Soft Skills
Interpersonal SkillsCommunication SkillsMulti-tasking Ability
Industry Keywords
Bank OperationsCompliance GuidelinesOperational ProceduresRisk Management PoliciesClient Service Experience
About the role
Key responsibilities & impact- Complete client transactions accurately and efficiently while properly handling assigned monies
- Deliver high-quality service by identifying and understanding clients’ financial needs
- Conduct complex and standardized transactions while engaging clients courteously
- Educate clients on ATMs, online banking, and mobile banking solutions
- Support sales through outbound client calls and identifying offers, needs, and opportunities
- Refer clients to appropriate branch team members or specialists
- Participate in Integrated Relationship Management activities and 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, including Microsoft Office
- Ability to travel for temporary staffing needs, including temporary assignment or locale changes
- Ability to work weekends and/or extended hours; occasional travel and overnights may be required
- 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 sourcing and prospecting for new clients and building client relationships
- 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 (prorated)
- 10 sick days during the first year (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)