Banking Concierge & Client Experience Specialist

Truist Wealth; Garland (TX); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability coverage

401k plan

Vacation days

Sick days

Paid holidays

Job summary

Truist Wealth seeks a branch associate to provide timely client transaction processing and accurate record-keeping while delivering a high standard of service. You will guide clients in digital banking and support a team through outbound client outreach and needs-based referrals.

The role emphasizes compliance, product knowledge, and a flexible schedule to meet branch demands, including weekends and possible travel as needed. Strong communication and relationship-building skills are essential.

Qualifications

• High school diploma or equivalent education.
• Two years of teller or 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 (PC) 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 as required to include temporary assignment or locale changes.
• Ability to work weekends and/or extended hours with occasional travel and overnights may be included.

Responsibilities

• Provide a distinctive client experience to ensure a consistent service level by engaging clients with smiling, courteous conversation, and handling complex or standardized transactions.
• Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking.
• Support team sales by outbound calls, checking for client offers, and identifying needs to refer to branch colleagues.
• Understand Integrated Relationship Management (IRM) to deliver Truist expertise and solutions.
• Participate in all components of the Retail Community Bank Leadership routines.
• Advance knowledge through training and meetings to better serve clients.
• Adhere to internal controls, procedures and risk management policies.
• Serve as secondary contact for new account openings and problem resolution.

Skills

Interpersonal skills

Customer service

Multi-tasking

MS Office

PC proficiency

Sales experience

Travel flexibility

Weekend availability

Education

High school diploma

Job description

Truist Wealth seeks a branch associate to provide timely client transaction processing and accurate record-keeping while delivering a high standard of service. You will guide clients in digital banking and support a team through outbound client outreach and needs-based referrals.

The role emphasizes compliance, product knowledge, and a flexible schedule to meet branch demands, including weekends and possible travel as needed. Strong communication and relationship-building skills are essential.