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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 management, financial needs assessment, and transaction processing while ensuring compliance with operational procedures and risk management policies. Proficient in utilizing technology for banking services and delivering exceptional customer service.
Highest-signal resume keywords
Client Relationship BuildingCash Handling ExperienceMicrosoft Office ProficiencyInterpersonal Communication SkillsMultitasking Under Time Constraints
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 TransactionsFinancial Needs AssessmentBasic Computer ApplicationsBranch Automation SkillsSales Experience
Soft Skills
Excellent Interpersonal SkillsEffective Communication Skills
Tools & Technologies
Online BankingMobile BankingATMs
Certifications & Qualifications
High School Diploma or Equivalent
Industry Keywords
Risk Management PoliciesOperational ProceduresClient OutreachIntegrated Relationship Management
About the role
Key responsibilities & impact- Complete client transactions accurately and efficiently while properly handling assigned monies
- Deliver superior quality service and identify clients’ financial needs
- Support sales and service activities, including outbound calling and Integrated Relationship Management activities
- Engage clients, conduct complex and standardized transactions, and uncover needs
- Educate clients on ATMs, Online Banking, and Mobile Banking
- Participate in client outreach, check client offers, identify needs, fulfill needs, or refer clients to branch team members or specialists
- Participate in Truist Retail Community Bank Leadership Routines
- Advance individual and product knowledge through meetings, training classes, and web-based learning
- 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
- No less than 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
- Additional incentive pay is available