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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, relationship building, and sales support while adhering to operational procedures and risk management policies. Proficient in educating clients on banking services and utilizing technology for efficient service delivery.
Highest-signal resume keywords
Client Relationship BuildingCash Handling ExperienceSales SupportMicrosoft 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 HandlingSales ExperienceBasic Computer ApplicationsRisk Management Procedures
Soft Skills
Interpersonal SkillsCommunication SkillsMultitasking Ability
Tools & Technologies
Microsoft OfficeBranch Automation Software
Industry Keywords
Integrated Relationship ManagementClient OutreachFinancial Needs AssessmentOperational Procedures
About the role
Key responsibilities & impact- Complete client transactions accurately and efficiently while properly handling assigned monies
- Deliver high-quality service and identify clients’ financial needs
- Support sales and service activities, including outbound calling
- Support Integrated Relationship Management (IRM) 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, product knowledge, and applicable training sessions
- Follow internal controls, operational procedures, and risk management policies
- 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 multitask under time constraints
- 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 required
- 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 (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)
- Reasonable accommodation for applicants with disabilities