Banking Concierge & Client Relationship Specialist

Truist; Florida; On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401k plan

Vacation days

Sick days

Paid holidays

Job summary

Truist in Florida is seeking a Regular full-time Retail Client Service Associate to provide timely client transactions, accurate records, and knowledgeable service. You will educate clients on digital banking, support outbound sales calls, and help with IRM activities.

The role emphasizes compliance, cross-training across sales and service, and willingness to work weekends or extended hours as needed. Strong interpersonal skills and basic PC knowledge are essential to succeed.

Qualifications

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

Responsibilities

• Provide a distinctive client experience to ensure a consistent service level by engaging clients with smiling, facilitating courteous conversation, conducting both complex and standardized transactions while uncovering needs. Performs more complex transactions with assistance as necessary.
• Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience.
• Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
• Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly deliver Truist expertise and solutions for our clients’ unique needs.
• Participate fully in all components of the established Truist Retail Community Bank Leadership Routines.
• Commit to advancing individual and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings and all applicable training classes and web-based learning.
• Adhere to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines.
• Serve as secondary contact for new account openings and problem resolution, offering applicable products and services to clients and prospects. Handles proportionate volume of work based on branch demands.

Skills

Interpersonal skills

Communication skills

PC skills

MS Office

Multi-tasking

Sales experience

Customer service

Travel

Weekend hours

Client relationship

Education

High school diploma or equivalent

Job description

Truist in Florida is seeking a Regular full-time Retail Client Service Associate to provide timely client transactions, accurate records, and knowledgeable service. You will educate clients on digital banking, support outbound sales calls, and help with IRM activities.

The role emphasizes compliance, cross-training across sales and service, and willingness to work weekends or extended hours as needed. Strong interpersonal skills and basic PC knowledge are essential to succeed.