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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong client relationship building and sales skills, with a focus on delivering superior service and understanding client financial needs. Proficient in branch operations, compliance guidelines, and effective communication.
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 TransactionsBranch AutomationComplex TransactionsFinancial Needs AssessmentOperational Procedures
Soft Skills
Interpersonal SkillsCommunication SkillsMultitaskingCourteous Engagement
Tools & Technologies
Online BankingMobile BankingATMs
Industry Keywords
Bank OperationsCompliance GuidelinesClient OutreachService ActivitiesLoss Prevention
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 activities
- Engage clients in courteous conversation, conduct complex and standardized transactions, and uncover client needs
- Educate clients on ATMs, Online Banking, and Mobile Banking
- Participate in client outreach, check for 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, training classes, and web-based learning
- Follow internal controls, operational procedures, risk management policies, and current compliance guidelines
- 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
- 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)
- 10 sick days (prorated)
- Paid holidays
- Defined benefit pension plan (position/division dependent)
- Restricted stock units (position/division dependent)
- Deferred compensation plan (position/division dependent)