Client Banking Advisor — IRM & Sales Support

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

Job summary

Truist in Jacksonville, FL seeks a customer service professional to provide timely client transactions, maintain accurate records, and deliver superior service while identifying financial needs. You will handle both complex and standard transactions and support outbound calls.

The role emphasizes educating clients on digital banking, supporting Integrated Relationship Management, and adhering to risk controls.

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 travel for temporary staffing needs.
• Ability to work weekends or extended hours with travel.

Responsibilities

• Provide a distinctive client experience with courteous conversations and transactions.
• Educate clients on digital self-service solutions (ATMs, Online/Mobile banking).
• Support sales via outbound calls and client outreach; refer to branch team.
• Understand Integrated Relationship Management (IRM) to deliver Truist solutions.
• Adhere to internal controls and risk management policies.
• Serve as secondary contact for new account openings and issue resolution.

Skills

Interpersonal communication

Client interaction

Multi-tasking

PC/Office software

Customer service orientation

Education

High school diploma or equivalent

Job description

Truist in Jacksonville, FL seeks a customer service professional to provide timely client transactions, maintain accurate records, and deliver superior service while identifying financial needs. You will handle both complex and standard transactions and support outbound calls.

The role emphasizes educating clients on digital banking, supporting Integrated Relationship Management, and adhering to risk controls.