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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client transaction management, financial needs assessment, and relationship building while adhering to compliance and operational procedures. Proficient in utilizing technology for banking services and delivering high-quality customer service.
Highest-signal resume keywords
Client Transaction ManagementClient Relationship BuildingCash Handling 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 Transaction ManagementCash HandlingClient Relationship BuildingBasic Computer ApplicationsBanking Software Proficiency
Soft Skills
Interpersonal SkillsCommunication SkillsMultitasking AbilityProblem Resolution
Tools & Technologies
Online BankingMobile BankingATM Operations
Industry Keywords
Compliance GuidelinesOperational ProceduresRisk Management PoliciesSales SupportIntegrated Relationship Management
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 and perform more complex transactions with assistance as necessary
- Educate clients on ATMs, online banking, and mobile banking
- Support sales through outbound client calls, checking client offers, identifying needs, and fulfilling or referring opportunities
- Support Integrated Relationship Management (IRM) 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 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, 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 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
- 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, prorated as applicable
- 10 sick days, prorated as applicable
- 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)