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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong client service skills and the ability to manage financial transactions accurately while adhering to operational procedures and risk management policies. Proficient in utilizing technology for banking services and capable of building client relationships to identify and fulfill their financial needs.
Highest-signal resume keywords
Client Relationship BuildingCash Handling ExperienceMicrosoft Office ProficiencyInterpersonal Communication SkillsSales Experience
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 KnowledgeMobile Banking KnowledgeOperational Procedures AdherenceRisk Management PoliciesProblem ResolutionSales Process Support
Soft Skills
Excellent CommunicationMultitasking AbilityInterpersonal Skills
Industry Keywords
Client ServiceRetail BankingBranch AutomationIntegrated Relationship ManagementCommunity Banking
About the role
Key responsibilities & impact- Provide timely and efficient completion of client transactions while maintaining accurate records and proper handling of assigned monies
- Deliver superior quality service by identifying and understanding clients’ financial needs
- Perform complex and standardized transactions, with assistance as necessary
- Educate clients on ATMs, Online Banking, and Mobile Banking
- Participate in outbound client calls and support the team sales process
- 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
- Attend sales, service, and product knowledge meetings and applicable training and web-based learning
- 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 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 multitask 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
- No less than 10 days of vacation during the first year of employment, prorated as applicable
- 10 sick days during the first year of employment, prorated as applicable
- 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)
