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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong client service skills with a focus on relationship building and financial needs assessment. Proficient in handling transactions, maintaining records, and utilizing basic computer applications to support branch operations.
Highest-signal resume keywords
Client Relationship BuildingCash Handling ExperienceInterpersonal Communication SkillsMicrosoft Office ProficiencySales 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 ManagementRecord KeepingBasic Computer ApplicationsBranch Automation SkillsOutbound Calling
Soft Skills
Excellent Interpersonal SkillsAbility to Multi-taskCourteous Communication
Tools & Technologies
ATMsOnline BankingMobile Banking
Industry Keywords
Retail BankingRisk Management PoliciesOperational ProceduresClient OutreachSales and Service Activities
About the role
Key responsibilities & impact- Provide timely and efficient completion of client transactions
- Maintain accurate records and properly handle all assigned monies
- Deliver superior quality service by identifying and understanding clients’ financial needs
- Support sales and service activities, including outbound calling
- Support Integrated Relationship Management activities
- Engage clients in courteous conversations and conduct complex and standardized transactions
- Educate clients on ATMs, Online Banking, and Mobile Banking
- Participate in client outreach, check client offers, identify needs, and fulfill or refer opportunities
- Participate in Truist Retail Community Bank Leadership Routines
- Attend sales, service, and product knowledge meetings and applicable training
- Follow internal controls, operational procedures, risk management policies, and current 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
- Ability to master personal computer 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
- Saturday availability required
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 based on date of hire and employment status
- 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