Client Banking Advisor - IRM & Outreach Expert

Truist Bank; Greencastle (Franklin County); On-site; USD 32,000 - 46,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401k plan

Paid vacation

Job summary

Truist Financial Corporation is seeking a customer-focused banking professional to handle client transactions and provide excellent service. The role includes educating clients on digital banking, supporting outbound outreach, and assisting with IRM activities while maintaining accurate records.

The position requires a high school diploma, teller or client service experience, and strong communication skills. A weekend/extended hours schedule and travel may be required.

Qualifications

• Requires a high school diploma or equivalent.
• Two years teller/cash handling or client service experience.
• Six months client relationship building or sales exposure.
• Excellent interpersonal and communication abilities.
• Proficiency with PC and common software applications.
• Flexibility to travel or adjust hours as needed.

Responsibilities

• Provide accurate, efficient client transactions and maintain records.
• Deliver superior service and assess clients' financial needs.
• Support sales and service activities, including outbound calls.
• Assist with Integrated Relationship Management (IRM) initiatives.
• Adhere to controls and risk management policies.
• Act as secondary contact for new accounts and issue resolution.

Skills

Interpersonal skills

Communication

Multi-tasking

Sales experience

Education

High school diploma or equivalent education

Tools

Microsoft Office

Job description

Truist Financial Corporation is seeking a customer-focused banking professional to handle client transactions and provide excellent service. The role includes educating clients on digital banking, supporting outbound outreach, and assisting with IRM activities while maintaining accurate records.

The position requires a high school diploma, teller or client service experience, and strong communication skills. A weekend/extended hours schedule and travel may be required.