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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 financial service delivery while adhering to operational procedures and risk management policies. Proficient in utilizing technology for branch automation and providing exceptional client service.
Highest-signal resume keywords
Client Relationship BuildingCash Handling ExperienceSales 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 ManagementBasic Computer ApplicationsBranch Automation SkillsFinancial Needs AssessmentProblem Resolution
Soft Skills
Excellent Interpersonal SkillsEffective CommunicationMulti-tasking AbilityClient Service Orientation
Tools & Technologies
Online BankingMobile BankingATMs
Industry Keywords
Integrated Relationship ManagementOperational ProceduresRisk Management PoliciesRetail Banking
About the role
Key responsibilities & impact- Provide timely and efficient completion of client transactions while maintaining accurate records and properly handling assigned monies
- Deliver superior quality service by identifying and understanding clients’ financial needs
- Perform complex and standardized transactions, with assistance as necessary
- Educate clients on ATMs, Online Banking, and Mobile Banking
- Support team sales through outbound client calls, checking client offers, and identifying needs or opportunities
- Fulfill client needs or refer clients to appropriate branch team members or specialists
- Support Integrated Relationship Management (IRM) activities
- Participate in Truist Retail Community Bank Leadership Routines
- Attend sales, service, and product knowledge meetings and applicable training 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
- Handle a proportionate workload 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, including a desire to interact with clients and prospects
- Ability to master personal computer (PC) 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
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, prorated
- 10 sick days, prorated
- Paid holidays
- Defined benefit pension plan may be available depending on position and division
- Restricted stock units may be available depending on position and division
- Deferred compensation plan may be available depending on position and division