Banking Consultant: Client Experience & outbound Sales

Truist Financial; Springfield (VA); On-site; USD 46,000 - 55,000; Full time

Job summary

Truist Financial Corporation is seeking a Universal Banker to provide timely, accurate client service and handle a mix of complex and standard transactions. You will educate customers on digital banking options, engage in outbound outreach, and refer opportunities to branches or specialists.

A strong focus on IRM and ongoing product knowledge is required. This role supports sales and service activities, including weekend hours and travel as needed, with opportunities for career growth within

Qualifications

• High school diploma or equivalent education.
• Two years 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 multi-task under time constraints.
• Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.

Responsibilities

• Provide a distinctive client experience by engaging clients and handling complex and standard transactions.
• Educate clients on digital self-service solutions including ATMs, Online and Mobile banking.
• Support sales by outbound client outreach and identifying client needs or opportunities.
• Understand Integrated Relationship Management (IRM) to deliver Truist expertise.
• Participate in Retail Community Bank Leadership routines and training.

Skills

Client service

Communication skills

PC skills

Multi-tasking

Interpersonal skills

Sales experience

Outbound calls

Relationship building

Travel flexibility

Teamwork

Attention to detail

Digital banking knowledge

Education

High school diploma or equivalent education

Tools

Microsoft Office

Job description

Truist Financial Corporation is seeking a Universal Banker to provide timely, accurate client service and handle a mix of complex and standard transactions. You will educate customers on digital banking options, engage in outbound outreach, and refer opportunities to branches or specialists.

A strong focus on IRM and ongoing product knowledge is required. This role supports sales and service activities, including weekend hours and travel as needed, with opportunities for career growth within