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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, transaction processing, and financial service delivery while adhering to compliance and operational procedures. Proficient in utilizing technology for banking solutions and maintaining accurate records.
Highest-signal resume keywords
Client Relationship BuildingCash Handling ExperienceMicrosoft Office ProficiencyInterpersonal Communication SkillsTransaction Processing
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 ProcessingCash HandlingBasic Computer ApplicationsFinancial Needs AssessmentOutbound Client OutreachRisk Management ComplianceATM EducationOnline Banking SolutionsMobile Banking SolutionsRecord Keeping
Soft Skills
Excellent Interpersonal SkillsStrong Communication SkillsMulti-tasking AbilityClient Service OrientationDesire to Interact with Clients
Certifications & Qualifications
High School Diploma or Equivalent
Industry Keywords
Integrated Relationship ManagementRetail BankingClient ServiceOperational ProceduresCompliance Guidelines
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
- Conduct complex and standardized transactions while uncovering client needs
- Educate clients on ATMs, online banking, and mobile banking solutions
- 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 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, 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 workload 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, 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
- 401(k) plan
- At least 10 days of vacation during the first year, prorated based on hire date and full-time or part-time 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