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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong client service skills and the ability to conduct complex transactions while adhering to compliance guidelines. Proficient in relationship building and sales processes, with a solid foundation in branch automation and operational procedures.
Highest-signal resume keywords
Client Service ExperienceCash HandlingClient Relationship BuildingMicrosoft Office ProficiencyCompliance Adherence
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 TransactionsComplex TransactionsBranch AutomationSales Process SupportRisk Management Policies
Soft Skills
Interpersonal SkillsCommunication SkillsMulti-tasking Ability
Industry Keywords
Integrated Relationship ManagementRetail BankingClient Needs AssessmentOperational ProceduresFinancial Needs Identification
About the role
Key responsibilities & impact- Complete client transactions accurately and efficiently while properly handling assigned monies
- Deliver superior client service and identify clients’ financial needs
- Conduct complex and standardized transactions and perform more complex transactions with assistance as needed
- Educate clients on ATMs, Online Banking, and Mobile Banking
- Participate in outbound client calls and support the team sales process
- Check client offers, identify needs and opportunities, fulfill 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, product knowledge, and applicable training meetings and classes
- Follow internal controls, operational procedures, risk management policies, and compliance guidelines
- Serve as secondary contact for new account openings and problem resolution
- Offer applicable products and services to clients and prospects
- Handle a proportionate volume of work 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
- 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- 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)
- 10 sick days during the first year (prorated)
- Paid holidays
- Defined benefit pension plan (position/division dependent)
- Restricted stock units (position/division dependent)
- Deferred compensation plan (position/division dependent)