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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong client relationship management and sales skills, with a focus on delivering superior service and understanding client financial needs. Proficient in handling transactions, maintaining accurate records, and utilizing basic computer applications for branch automation.
Highest-signal resume keywords
Client Relationship BuildingCash Handling ExperienceSales ExperienceInterpersonal Communication SkillsMicrosoft Office Proficiency
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 TransactionsRecord KeepingBasic Computer ApplicationsBranch AutomationOutbound CallingIntegrated Relationship ManagementProblem ResolutionFinancial Needs AssessmentATM EducationOnline Banking Education
Soft Skills
Excellent Interpersonal SkillsCommunication SkillsMulti-tasking AbilityCourteous Engagement
Industry Keywords
Client ServiceRetail BankingOperational ProceduresRisk Management PoliciesSales and Service Activities
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, with a focus on outbound calling and Integrated Relationship Management (IRM) activities
- Engage clients in courteous conversations, conduct complex and standardized transactions, and uncover client needs
- Educate clients on ATMs, online banking, and mobile banking
- Participate in client outreach, check client offers, identify needs and opportunities, fulfill needs, or refer clients to appropriate branch team members or specialists
- Participate in Truist Retail Community Bank Leadership Routines
- Attend sales, service, and product knowledge 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, including a desire to interact with clients and prospects
- Ability to master personal computer 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 of employment, prorated based on date of hire and full-time or part-time status
- 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