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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 service transactions while ensuring compliance with operational procedures and risk management policies. Proficient in utilizing technology for branch automation and delivering exceptional client experiences.
Highest-signal resume keywords
Client Relationship BuildingSales ExperienceCash HandlingMicrosoft Office ProficiencyRisk Management Knowledge
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 AutomationBasic Computer ApplicationsComplex TransactionsFinancial Needs AssessmentOutbound CallingIntegrated Relationship ManagementClient OutreachProblem ResolutionProduct Knowledge
Soft Skills
Interpersonal SkillsCommunication SkillsMultitasking AbilityCustomer Service OrientationCourteous Conversation
Industry Keywords
Bank OperationsOperational ProceduresRisk Management PoliciesLoss PreventionClient Service
About the role
Key responsibilities & impact- Provide timely and efficient completion of client transactions while maintaining accurate records and proper handling of assigned monies
- Deliver superior quality service by identifying and understanding clients’ financial needs
- Support sales and service activities, particularly outbound calling and Integrated Relationship Management (IRM) activities
- Provide a distinctive client experience through courteous conversation and complex or standardized transactions
- Educate clients on ATMs, online banking, and mobile banking
- Participate in client outreach, check client offers, identify needs, fulfill needs, or refer clients to appropriate branch team members or specialists
- Participate in Truist Retail Community Bank Leadership Routines
- Attend sales, service, product knowledge, training, and web-based learning 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
- Work 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 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
- 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 with sourcing and prospecting for new clients and client relationship building
- Preferred: General understanding of bank operations, policies, and procedures
Benefits
Comp & perks- Additional incentive pay is available for this position
- 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 of employment, 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