Client Banking Advisor: Digital Solutions & IRM

Truist Financial; Bremen (GA); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401k plan

Paid vacation

Job summary

Truist Financial in the United States is seeking a regular employee to provide timely client transactions and maintain accurate records, while delivering superior service and building client trust.

The role involves outbound outreach, guiding clients to digital banking solutions, and supporting Integrated Relationship Management (IRM) activities to meet customers' financial needs and the branch’s goals.

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.
• Ability to master PC keyboard and software for branch automation.
• Ability to multi-task under time constraints.
• Proficiency in basic computer applications (e.g., Microsoft Office).
• Willingness to travel for temporary staffing needs.
• Willingness to work weekends or extended hours with possible travel.

Responsibilities

• Provide a distinctive client experience by handling complex and standard transactions.
• Educate clients on digital/self-service options (ATMs, Online/Mobile banking).
• Support sales by outbound calls and identifying client needs.
• Understand Integrated Relationship Management (IRM) to deliver Truist solutions.
• Participate in Truist Retail Community Bank Leadership routines.
• Advance knowledge by attending training and meetings.
• Adhere to internal controls and risk management policies.
• Serve as secondary contact for new accounts and issue resolution.

Skills

Customer service

Interpersonal skills

Communication skills

Multi-tasking

PC/computer skills

Outbound calling

Sales experience

Banking knowledge

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Truist Financial in the United States is seeking a regular employee to provide timely client transactions and maintain accurate records, while delivering superior service and building client trust.

The role involves outbound outreach, guiding clients to digital banking solutions, and supporting Integrated Relationship Management (IRM) activities to meet customers' financial needs and the branch’s goals.