Banking Client Specialist: Relationships & Digital Tools

Truist Financial Corporation; Dunkirk (MD); On-site; USD 30,000 - 34,000; Part time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability coverage

401k plan

Paid vacation

Paid holidays

Job summary

Truist is seeking a part-time Universal Banker for the 1st shift in the United States. The role focuses on delivering a distinguished client experience, handling transactions, and guiding clients to digital banking tools.

You will assist with outbound calls and IRM activities, while building relationships and supporting branch sales. The position requires English fluency, a high school diploma or equivalent, and the ability to work weekends with potential travel.

Qualifications

• High school diploma or equivalent required.
• 2 years of teller, cash handling, or client service experience.
• 6 months of client relationship building or sales experience.
• Excellent interpersonal and communication skills for client interaction.
• Ability to use a computer and branch automation software.
• Ability to multi-task under time constraints.
• Proficiency in basic computer applications (Microsoft Office).
• Ability to travel for temporary staffing needs and locale changes.
• Weekend and extended hours with possible travel/overnights.

Responsibilities

• Provide distinctive client experiences with courteous conversations and accurate processing of transactions.
• Educate clients on digital self-service solutions (ATMs, Online/Mobile banking).
• Support sales by outbound client outreach and identifying needs or referrals.
• Understand Integrated Relationship Management (IRM) to deliver Truist solutions.
• Participate in Retail Community Bank Leadership routines.
• Continuously develop product knowledge through meetings and trainings.
• Adhere to internal controls and risk management policies.
• Serve as secondary contact for new accounts and issue resolution.

Skills

Customer service

Communication skills

Multitasking

PC skills

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Truist is seeking a part-time Universal Banker for the 1st shift in the United States. The role focuses on delivering a distinguished client experience, handling transactions, and guiding clients to digital banking tools.

You will assist with outbound calls and IRM activities, while building relationships and supporting branch sales. The position requires English fluency, a high school diploma or equivalent, and the ability to work weekends with potential travel.