Client Banking Advisor: IRM & Outreach Specialist

The National Urban League, Inc.; Reading (Berks County); On-site; USD 32,000 - 52,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401k plan

Paid vacation

Sick days

Paid holidays

Job summary

Truist Financial Corporation in Reading, PA seeks a client-focused banking professional to deliver outstanding service and accurate transaction handling. The role supports outbound sales activities, educates clients on digital banking, and collaborates with branch teams to meet client needs.

You will participate in leadership routines, advance product knowledge, and adhere to controls and risk policies while servicing both consumer and business clients.

Qualifications

• Minimum high school diploma or equivalent required.
• Two years teller or cash handling or client service experience.
• Six months in client relationship building or sales experience.
• Excellent interpersonal and communication skills with clients and prospects.
• Proficient PC keyboard and software skills for branch automation.
• Ability to multi-task under time constraints.
• Proficient with basic computer applications (e.g., MS Office).
• Willingness to travel for temporary staffing needs and locale changes.
• Ability to work weekends or extended hours; occasional travel and overnights may occur.

Responsibilities

• Provide a distinctive client experience through courteous conversations and efficient transactions.
• Educate clients on digital and self-service solutions (ATMs, Online/Mobile banking).
• Support sales by outbound calls and identifying client needs.
• Understand Integrated Relationship Management to deliver Truist solutions.
• Participate in Retail Community Bank Leadership routines.
• Advance product knowledge through training and meetings.
• Adhere to internal controls, policies, and risk management procedures.
• Serve as secondary contact for new accounts and issue resolution; handle branch workload as needed.

Skills

Interpersonal communication

Customer service

Multi-tasking

PC and software literacy

Travel ability

Weekend/extended hours availability

Relationship building

Branch systems proficiency

Outbound calling

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Truist Financial Corporation in Reading, PA seeks a client-focused banking professional to deliver outstanding service and accurate transaction handling. The role supports outbound sales activities, educates clients on digital banking, and collaborates with branch teams to meet client needs.

You will participate in leadership routines, advance product knowledge, and adhere to controls and risk policies while servicing both consumer and business clients.