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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 building, sales support, and financial service delivery while adhering to operational procedures and risk management policies. Proficient in utilizing digital banking solutions and maintaining accurate transaction records.
Highest-signal resume keywords
Client Relationship BuildingSales ExperienceCash HandlingMicrosoft Office ProficiencyRisk Management
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 Service ExperienceBasic Computer ApplicationsBranch Automation SkillsComplex Transaction HandlingDigital Banking Solutions
Soft Skills
Interpersonal SkillsCommunication SkillsMulti-tasking AbilityCustomer Engagement
Tools & Technologies
Online BankingMobile BankingATMs
Industry Keywords
Bank OperationsOperational ProceduresRisk Management PoliciesClient OutreachSales Support 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, including outbound calling and Integrated Relationship Management (IRM) activities
- Engage clients in courteous conversation while conducting complex and standardized transactions
- Educate clients on digital and self-service solutions, including ATMs, Online Banking, and Mobile Banking
- Participate in client outreach, check for client offers, identify client needs and opportunities, fulfill needs, or refer clients to appropriate branch team members or specialists
- Participate in Truist Retail Community Bank Leadership Routines
- Advance individual and product knowledge through meetings, training classes, and web-based learning
- Follow internal controls, operational procedures, and risk management policies; remain current on policy and procedure changes
- 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, 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
- Preferred: one year of client relationship building or sales experience
- Preferred: knowledge of advanced or complex branch transactions, risk management, and loss prevention
- Preferred: experience with sourcing and prospecting for new clients and client relationship building
- Preferred: general understanding of bank operations, policies, and procedures
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 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 (depending on position and division)
- Restricted stock units (depending on position and division)
- Deferred compensation plan (depending on position and division)
