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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 maintaining high-quality client interactions.
Highest-signal resume keywords
Client Transaction ManagementClient Relationship BuildingCash Handling 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 ManagementCash HandlingClient Relationship BuildingBasic Computer ApplicationsFinancial Service Delivery
Soft Skills
Interpersonal SkillsCommunication SkillsMulti-tasking Ability
Tools & Technologies
Online BankingMobile BankingATM Operations
Industry Keywords
Compliance GuidelinesOperational ProceduresRisk Management PoliciesClient OutreachSales Experience
About the role
Key responsibilities & impact- Complete client transactions accurately and efficiently while maintaining accurate records and properly handling assigned monies
- Deliver superior quality service and identify and understand clients’ financial needs
- Perform complex and standardized transactions, with assistance as necessary
- Educate clients on ATMs, Online Banking, and Mobile Banking
- Participate in client outreach through outbound calls
- Check for client offers and identify client needs or opportunities
- Fulfill client 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, and product knowledge meetings and applicable training and web-based learning
- Adhere to 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 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 of employment (prorated)
- 10 sick days (prorated)
- Paid holidays
- Defined benefit pension plan may be available depending on position and division
- Restricted stock units may be available depending on position and division
- Deferred compensation plan may be available depending on position and division