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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 and financial service delivery, with a strong focus on effective communication and problem resolution. Proficient in cash handling and operational procedures while maintaining compliance with internal controls and risk management policies.
Highest-signal resume keywords
Client Relationship BuildingCash Handling ExperienceMicrosoft Office ProficiencyInterpersonal Communication SkillsSales Experience
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 TransactionsCash HandlingBasic Computer ApplicationsBranch Automation SkillsFinancial Needs Assessment
Soft Skills
Excellent CommunicationMultitasking AbilityCustomer Service Orientation
Tools & Technologies
Online BankingMobile BankingATMs
Industry Keywords
Retail BankingOperational ProceduresRisk ManagementClient OutreachIntegrated Relationship Management
About the role
Key responsibilities & impact- Complete client transactions promptly and efficiently while maintaining accurate records and properly handling assigned monies
- Deliver superior service by identifying and understanding 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 client 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 appropriate branch team members or specialists
- Participate in Truist Retail Community Bank Leadership Routines
- Advance product and individual 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
- 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- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- Accidental death and dismemberment coverage
- Tax-preferred savings accounts
- 401(k) plan
- At least 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
