Client Banking Advisor — IRM & Digital Solutions

Truist; Saint Petersburg (FL); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401k plan

Paid vacation

Paid holidays

Job summary

Truist in Saint Petersburg, FL is seeking a Regular full-time teller/customer service associate to provide timely and accurate client transactions, educate customers on digital banking, and support sales and Integrated Relationship Management activities.

The role emphasizes delivering quality service, adhering to controls, and working with a team to meet branch goals. Strong communication and multitasking skills are essential for daily client interactions.

Qualifications

• High school diploma or equivalent required.
• Two years teller, cash handling or client service experience preferred.
• Six months client relationship building or sales experience.
• Excellent interpersonal and communication skills with clients.
• Proficient PC keyboard and software skills for branch automation.
• Ability to multitask under time constraints.
• Proficiency in basic computer applications (MS Office).
• Willingness to travel for temporary staffing or locale changes.

Responsibilities

• Provide distinctive client experiences through courteous conversations and accurate handling of transactions.
• Educate clients on digital and self-service banking options.
• Support sales through outbound client outreach and needs-based referrals.
• Understand Integrated Relationship Management (IRM) to deliver Truist expertise.
• Participate in leadership routines and contribute to team success.
• Commit to ongoing product knowledge and training.

Skills

Customer service

Interpersonal communication

Account opening support

Multitasking

Outbound calling

Digital banking awareness

Education

High school diploma or equivalent

Tools

Microsoft Office

PC keyboard skills

Job description

Truist in Saint Petersburg, FL is seeking a Regular full-time teller/customer service associate to provide timely and accurate client transactions, educate customers on digital banking, and support sales and Integrated Relationship Management activities.

The role emphasizes delivering quality service, adhering to controls, and working with a team to meet branch goals. Strong communication and multitasking skills are essential for daily client interactions.