Banking Relationship Specialist - Sales & Service

Truist; West Deptford Township (NJ); On-site; USD 46,000 - 53,000; Full time

Job summary

Truist in West Deptford Township, NJ, is seeking a Regular full-time Retail Banking Specialist to deliver a distinctive client experience and process transactions accurately. You will educate clients on digital banking and support outbound calls and IRM-related activities to identify needs.

You will participate in branch leadership routines, advance product knowledge, and adhere to internal controls and risk policies. Competitive benefits and growth opportunities accompany the role.

Qualifications

• Two years of teller or cash handling or client service experience.
• Excellent interpersonal and communication skills.
• Ability to multi-task under time constraints.
• Demonstrated proficiency in basic computer applications (Microsoft Office).

Responsibilities

• Provide a distinctive client experience to ensure a consistent service level by engaging clients with smiling, facilitating courteous conversation, conducting both complex and standardized transactions while uncovering needs. Performs more complex transactions with assistance as necessary.
• Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience.
• Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
• Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly deliver Truist expertise and solutions for our clients’ unique needs.
• Participate fully in all components of the established Truist Retail Community Bank Leadership Routines.
• Commit to advancing individual and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings and all applicable training classes and web-based learning.
• Adhere to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines.
• Serve as secondary contact for new account openings and problem resolution, offering applicable products and services to clients and prospects. Handles proportionate volume of work based on branch demands.

Skills

Client service experience

Excellent interpersonal skills

Ability to multi-task

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Truist in West Deptford Township, NJ, is seeking a Regular full-time Retail Banking Specialist to deliver a distinctive client experience and process transactions accurately. You will educate clients on digital banking and support outbound calls and IRM-related activities to identify needs.

You will participate in branch leadership routines, advance product knowledge, and adhere to internal controls and risk policies. Competitive benefits and growth opportunities accompany the role.