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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client service and relationship building, with a strong focus on financial needs assessment and transaction accuracy. Proficient in utilizing banking technology and adhering to compliance and operational procedures.
Highest-signal resume keywords
Client Service ExperienceCash HandlingSales 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 TransactionsFinancial Needs AssessmentBasic Computer ApplicationsATM EducationOnline Banking SolutionsMobile Banking SolutionsOperational ProceduresRisk Management PoliciesCompliance GuidelinesMulti-tasking Under Time Constraints
Soft Skills
Excellent Interpersonal SkillsCommunication Skills
Industry Keywords
Integrated Relationship ManagementTruist Retail Community BankClient Relationship Building
About the role
Key responsibilities & impact- Complete client transactions accurately and efficiently while maintaining records and properly handling assigned monies
- Deliver superior client service by identifying and understanding financial needs
- Perform complex and standardized transactions, with assistance as necessary
- Educate clients on ATMs, online banking, and mobile banking solutions
- Support sales through outbound calls, checking client offers, identifying needs, and referring clients to branch team members or specialists
- Participate in Integrated Relationship Management activities and Truist Retail Community Bank Leadership Routines
- Attend sales, service, product knowledge, and applicable training meetings and learning programs
- Follow internal controls, operational procedures, risk management policies, and compliance guidelines
- Serve as a 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
- 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 (position/division dependent)
- Restricted stock units (position/division dependent)
- Deferred compensation plan (position/division dependent)