Banking Advisor: IRM & Client Outreach (Lancaster)

Truist Financial Corporation; Elizabethtown (Lancaster County); Presencial; USD 32.000 - 42.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical insurance

401(k) plan

Paid time off

Descripción de la vacante

Truist is seeking a client-focused associate to process transactions accurately and deliver an exceptional customer experience at the branch. You will help clients understand digital banking options, participate in outbound calls, and support Integrated Relationship Management efforts to tailor solutions.

The role requires strong communication, multitasking, and reliability, with regular shifts including potential weekends or extended hours.

Formación

• High school diploma or equivalent.
• Two years teller or cash handling or client service experience.
• Six months client relationship building or sales experience.
• Excellent interpersonal and communication skills.
• Ability to master PC keyboard and software for branch automation.
• Ability to multi-task under time constraints.
• Proficiency in basic computer applications (e.g., Microsoft Office).
• Ability to travel for temporary staffing needs and work weekends/extended hours.

Responsabilidades

• Provide distinctive client experience with courteous conversation during transactions and needs discovery.
• Educate clients on digital self-service solutions (ATMs, Online/Mobile banking).
• Support sales by outbound client outreach and referrals to branch teams.
• Understand Integrated Relationship Management (IRM) to deliver Truist expertise.
• Participate in Retail Community Bank Leadership routines.
• Advance product knowledge through training and meetings.
• Adhere to internal controls and risk policies.
• Serve as secondary contact for new accounts and problem resolution.

Conocimientos

Interpersonal skills

Multi-tasking

Communication

Educación

High school diploma

Herramientas

Microsoft Office

Descripción del empleo

Truist is seeking a client-focused associate to process transactions accurately and deliver an exceptional customer experience at the branch. You will help clients understand digital banking options, participate in outbound calls, and support Integrated Relationship Management efforts to tailor solutions.

The role requires strong communication, multitasking, and reliability, with regular shifts including potential weekends or extended hours.