Banking Concierge & Client Relationship Specialist

Truist Financial; South Carolina; On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401k plan

Paid holidays

Vacation days

Sick days

Job summary

Truist Financial in South Carolina seeks a Regular full-time team member to complete client transactions accurately while maintaining records and ensuring proper handling of all monies.

You will deliver superior service, cross-train to support sales and service activities, and assist with outbound calling and Integrated Relationship Management (IRM) tasks. The role emphasizes compliance, product knowledge, and client education on digital banking.

Qualifications

• High school diploma or equivalent is required.
• Strong interpersonal and communication skills.
• Ability to interact with clients and prospects.
• Proficiency with PC and basic software applications.
• Ability to travel for temporary staffing or locale changes.
• Ability to work weekends and extended hours as needed.

Responsibilities

• Provide a distinctive client experience through courteous conversation and accurate transactions.
• Educate clients on digital self-service options (ATM, Online, Mobile).
• Support sales by outbound calls and identifying client needs.
• Understand Integrated Relationship Management (IRM) to tailor solutions.
• Participate in branch leadership routines and training.
• Adhere to internal controls and risk management policies.
• Serve as secondary contact for new accounts and issue resolution.

Skills

Interpersonal skills

Communication skills

Customer service

Multitasking

PC/software literacy

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Truist Financial in South Carolina seeks a Regular full-time team member to complete client transactions accurately while maintaining records and ensuring proper handling of all monies.

You will deliver superior service, cross-train to support sales and service activities, and assist with outbound calling and Integrated Relationship Management (IRM) tasks. The role emphasizes compliance, product knowledge, and client education on digital banking.