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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 while providing exceptional service and support in banking transactions. Proficient in operational procedures, risk management, and utilizing technology for efficient client interactions.
Highest-signal resume keywords
Client Relationship BuildingCash Handling ExperienceSales ExperienceMicrosoft 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 TransactionsBranch AutomationBasic Computer ApplicationsATM EducationOnline Banking SolutionsMobile Banking SolutionsOperational ProceduresRecord KeepingProblem ResolutionFinancial Needs Assessment
Soft Skills
Interpersonal SkillsCommunication SkillsMulti-tasking AbilityCustomer Service OrientationCourteous Engagement
Industry Keywords
Bank OperationsIntegrated Relationship ManagementSales SupportClient Needs IdentificationRisk Management Policies
About the role
Key responsibilities & impact- Provide timely and efficient completion of client transactions while maintaining accurate records and properly handling assigned monies
- Deliver superior quality service by identifying and understanding clients’ financial needs
- Engage clients in courteous conversation while conducting complex and standardized transactions
- Educate clients on ATMs, online banking, and mobile banking solutions
- Support team sales through outbound client calls, checking client offers, and identifying 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
- Advance individual and product knowledge through meetings, training classes, and web-based learning
- 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, including a desire to interact with clients and prospects
- Ability to master personal computer (PC) 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
- 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
- 401k plan
- At least 10 days of vacation during the first year of employment (prorated)
- 10 sick days during the first year of employment (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
