Client Banking Advisor: IRM & Outreach Expert

Sigma Gamma Rho Sorority, Inc; Memphis (TN); 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 sick days

Paid holidays

Job summary

Truist Financial Corporation in Memphis, TN seeks a regular/full-time teller/service associate to provide timely client transactions and accurate records. You will assist with outbound calling and support Integrated Relationship Management while delivering a distinctive client experience.

The role emphasizes cross-training in sales and service, adherence to controls, and ongoing product knowledge through training. Weekend and extended hours may be required, with travel as needed.

Qualifications

• High school diploma or equivalent education.
• Two years of teller or cash handling or client service experience.
• Six months of client relationship building or sales experience.
• Excellent interpersonal and communication skills, including a desire to interact with clients and prospects.
• Ability to master PC keyboard and software for branch automation.
• Ability to multi-task under time constraints.
• Proficiency in basic computer applications, such as Microsoft Office.
• Ability to travel to accommodate temporary staffing needs and locale changes.
• Ability to work weekends and/or extended hours with possible travel/overnights.

Responsibilities

• Provide a distinctive client experience by engaging clients and handling transactions while identifying needs.
• Educate clients on digital self-service solutions (ATMs, Online and Mobile) to improve service experience.
• Support sales by outbound client outreach and identifying opportunities for branch team members.
• Support Integrated Relationship Management (IRM) to deliver Truist expertise for clients' needs.
• Participate in Retail Community Bank Leadership routines.
• Pursue training to enhance product knowledge for serving clients.

Skills

Interpersonal skills

Multi-tasking

PC skills

Client service

Outbound calling

Branch software

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Truist Financial Corporation in Memphis, TN seeks a regular/full-time teller/service associate to provide timely client transactions and accurate records. You will assist with outbound calling and support Integrated Relationship Management while delivering a distinctive client experience.

The role emphasizes cross-training in sales and service, adherence to controls, and ongoing product knowledge through training. Weekend and extended hours may be required, with travel as needed.