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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 transaction handling while adhering to operational procedures and risk management policies. Proficient in utilizing banking technologies and providing superior customer service to meet clients' financial needs.
Highest-signal resume keywords
Client Relationship BuildingSales ExperienceCash HandlingMicrosoft Office ProficiencyRisk Management Knowledge
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 ExperienceTransaction HandlingBasic Computer ApplicationsBranch Automation SkillsComplex Branch Transactions Knowledge
Soft Skills
Interpersonal SkillsCommunication SkillsMulti-tasking AbilityCourteous Engagement
Tools & Technologies
Online Banking SolutionsMobile Banking SolutionsATMs
Industry Keywords
Bank OperationsOperational ProceduresRisk Management PoliciesClient OutreachSales Support Activities
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 by identifying and understanding clients’ financial needs
- Support sales and service activities, including outbound calling and Integrated Relationship Management activities
- Engage clients in courteous conversations while conducting complex and standardized transactions
- Educate clients on ATMs, online banking, and mobile banking solutions
- Participate in client outreach, check for client offers, identify needs, and fulfill or refer opportunities
- Participate in Truist Retail Community Bank Leadership Routines
- Attend sales, service, and product knowledge meetings and applicable training
- Adhere to 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
- Handle work volume 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
- Ability to master personal computer keyboard and software skills necessary for branch automation
- Ability to multi-task 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- Additional incentive pay
- 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
