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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, sales support, and financial service delivery while ensuring compliance with operational procedures and risk management policies. Proficient in utilizing technology for branch automation and providing exceptional customer service.
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 ManagementFinancial Needs AssessmentBasic Computer ApplicationsATM EducationOnline Banking EducationMobile Banking EducationOperational Procedure ComplianceRisk Management PoliciesMultitasking Under Time ConstraintsRecord Keeping
Soft Skills
Excellent Interpersonal SkillsEffective Communication SkillsCourteous Client EngagementProblem Resolution
Industry Keywords
Retail BankingClient OutreachIntegrated Relationship ManagementSales Support ActivitiesBranch Automation
About the role
Key responsibilities & impact- Provide timely and efficient completion of client transactions
- Maintain accurate records and properly handle assigned monies
- Deliver superior quality service and identify clients’ financial needs
- Support sales and service activities, including outbound calling and Integrated Relationship Management activities
- Engage clients in courteous conversations and conduct complex and standardized transactions
- Educate clients on ATMs, Online Banking, and Mobile Banking
- Participate in client outreach, check client offers, identify needs, and fulfill or refer opportunities
- Participate in Truist Retail Community Bank Leadership Routines
- Attend sales, service, product knowledge, and applicable training meetings and classes
- 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
- 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, 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
