Banking Relationship Specialist

Truist Wealth; Bryan (TX); On-site; USD 22,000 - 30,000; Full time

Benefits offered by this job

Health benefits

401(k) plan

Paid vacation and sick days

Job summary

Truist Wealth is seeking a Regular (2nd shift) bank associate in the United States to provide timely client transactions and maintain accurate records. You will deliver superior service, identify client needs, and support sales efforts while staying compliant with policies.

The role emphasizes handling complex and standardized transactions, educating clients on online and mobile banking, and participating in leadership routines and ongoing training to advance product knowledge.

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.

Responsibilities

• Provide a distinctive client experience and process complex and standard transactions.
• Educate clients on digital self‑service solutions (ATMs, Online/Mobile banking).
• Support sales by outbound calls and identifying client needs or opportunities.
• Understand Integrated Relationship Management to deliver Truist expertise.
• Participate in Retail Community Bank Leadership routines.
• Advance product knowledge through training and meetings.
• Adhere to policies, procedures and risk controls.

Skills

Customer service

Cash handling

Sales experience

Interpersonal communication

PC skills

Multi-tasking

Teamwork

Education

High school diploma or GED

Experience in client service

Tools

MS Office

Branch automation software

Job description

Truist Wealth is seeking a Regular (2nd shift) bank associate in the United States to provide timely client transactions and maintain accurate records. You will deliver superior service, identify client needs, and support sales efforts while staying compliant with policies.

The role emphasizes handling complex and standardized transactions, educating clients on online and mobile banking, and participating in leadership routines and ongoing training to advance product knowledge.