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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client transaction management, relationship building, and financial service delivery while adhering to compliance and operational procedures. Proficient in utilizing technology for banking services and effectively communicating with clients to meet their financial needs.
Highest-signal resume keywords
Client Relationship BuildingCash Handling ExperienceSales SupportMicrosoft 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 TransactionsCash HandlingSales ExperienceBasic Computer ApplicationsFinancial Needs Assessment
Soft Skills
Interpersonal SkillsCommunication SkillsMulti-tasking AbilityProblem Resolution
Tools & Technologies
Online BankingMobile BankingATM OperationsBranch Automation Software
Industry Keywords
Compliance GuidelinesOperational ProceduresRisk Management PoliciesIntegrated Relationship Management
About the role
Key responsibilities & impact- Complete client transactions accurately and efficiently while properly handling assigned monies
- Deliver high-quality service by identifying and understanding clients’ financial needs
- Conduct complex and standardized transactions and assist with more complex transactions as needed
- Educate clients on ATMs, Online Banking, and Mobile Banking
- Support sales through outbound client calls, checking client offers, identifying needs, fulfilling needs, or referring clients to appropriate team members or specialists
- Support Integrated Relationship Management activities and Truist Retail Community Bank Leadership Routines
- Attend sales, service, product knowledge, training, and web-based learning sessions
- 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
- Handle workload according to 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 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
- 401k plan
- At least 10 days of vacation during the first year, prorated based on date of hire and employment 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