Banking Concierge & Relationship Advisor

Hbcu Connect, Llc; Arlington (VA); On-site; USD 46,000 - 55,000; Full time

Job summary

Truist Financial Corporation in Arlington, VA is seeking a Universal Banker to deliver a distinctive client experience, handle complex and standard transactions, and educate clients on digital self-service tools to improve service quality. The role supports sales activities, participates in Integrated Relationship Management, and ensures compliance with internal controls.

Regular full-time, with weekend hours and potential travel, requires a high school diploma and 2 years teller or client

Qualifications

• Language Fluency: English required.
• Two years teller, 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 such as Microsoft Office.
• Travel to accommodate temporary staffing needs as required including locale changes.
• Ability to work weekends and/or extended hours; occasional travel and overnights may be required.

Responsibilities

• Provide a distinctive client experience by engaging clients and handling transactions.
• Educate clients on digital self-service solutions (ATMs, Online/Mobile banking).
• Support sales by outbound client outreach and identifying opportunities.
• Understand Integrated Relationship Management (IRM) to deliver Truist expertise.
• Participate in Truist Retail Community Bank Leadership routines.
• Attend training to advance product knowledge and client service skills.
• Adhere to internal controls and risk management policies.
• Serve as secondary contact for new accounts and problem resolution.

Skills

English fluency

Interpersonal skills

Multi-tasking

PC skills

Microsoft Office

Travel readiness

Weekend hours

Customer service

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Truist Financial Corporation in Arlington, VA is seeking a Universal Banker to deliver a distinctive client experience, handle complex and standard transactions, and educate clients on digital self-service tools to improve service quality. The role supports sales activities, participates in Integrated Relationship Management, and ensures compliance with internal controls.

Regular full-time, with weekend hours and potential travel, requires a high school diploma and 2 years teller or client