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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 accurate transaction handling. Proficient in utilizing technology for banking operations and effective communication with clients.
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 ApplicationsOutbound CallingRisk Management PoliciesATM EducationOnline Banking EducationMobile Banking EducationRecord KeepingMultitasking Under Time ConstraintsProblem Resolution
Soft Skills
Excellent Interpersonal SkillsDesire to Interact with ClientsCourteous Communication
Tools & Technologies
Branch Automation Software
Industry Keywords
Retail BankingClient OutreachIntegrated Relationship ManagementOperational ProceduresFinancial Needs Assessment
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 activities
- Engage clients in courteous conversation while conducting complex and 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, 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
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 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
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 based on date of hire and employment status
- 10 sick days, prorated based on date of hire and employment status
- 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
