Banking Relationship Specialist - Client Growth & Service

Truist Wealth; Chesterfield Court House (VA); On-site; USD 46,000 - 52,000; Full time

Job summary

Truist Wealth seeks an engaged Universal Banker to deliver exceptional client experiences while processing transactions accurately. You will educate clients on digital banking and support sales and IRM activities in a fast-paced branch environment.

The role requires a high school diploma or equivalent, strong customer service and communication skills, and the ability to multitask with attention to detail. Regular on-site hours and occasional travel may apply.

Qualifications

• Strong customer service mindset with the ability to build rapport with clients.
• Excellent interpersonal and verbal communication skills.
• Proficient in PC use and basic software (MS Office).
• Ability to multitask and manage competing priorities in a branch.
• Capable of handling sensitive financial information with accuracy.

Responsibilities

• Provide a distinctive client experience by handling transactions accurately and courteously.
• Educate clients on digital and self-service banking options to improve their experience.
• Assist with outbound outreach and identify client needs forBranch sales support.
• Support Integrated Relationship Management (IRM) activities and solutions for clients.
• Adhere to policies, procedures and risk management controls in daily work.

Skills

Customer service

Interpersonal skills

PC skills

Multi-tasking

Communication

Microsoft Office

Attention to detail

Education

High school diploma or equivalent education

Job description

Truist Wealth seeks an engaged Universal Banker to deliver exceptional client experiences while processing transactions accurately. You will educate clients on digital banking and support sales and IRM activities in a fast-paced branch environment.

The role requires a high school diploma or equivalent, strong customer service and communication skills, and the ability to multitask with attention to detail. Regular on-site hours and occasional travel may apply.