Client Banking Advisor — IRM & Sales Support

Truist Financial Corporation; Stafford (VA); On-site; USD 46,000 - 52,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

Vacation and sick days

401k plan

Job summary

Truist in Stafford, VA is seeking a Universal Banker to provide timely client service and handle transactions, while educating customers on digital banking tools such as Online and Mobile Banking.

You will support sales and relationship-building through outbound calls, referrals, and adherence to IRM practices. The position requires flexibility with hours and travel as needed for staffing and branch needs.

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.

Responsibilities

• Provide a distinctive client experience by engaging clients, conducting transactions, and uncovering needs.
• Educate clients on digital and self-service solutions (ATMs, Online and Mobile banking).
• Support team sales by outbound client outreach and identifying opportunities for referrals.
• Understand Integrated Relationship Management (IRM) to deliver Truist expertise and solutions.
• Participate in Truist Retail Community Bank Leadership routines and training sessions.
• Adhere to internal controls, policies, and risk management guidelines.
• Serve as secondary contact for new account openings and problem resolution.

Skills

Interpersonal skills

Communication skills

Customer service

PC skills

Multi-tasking

Microsoft Office

Education

High school diploma

Tools

Microsoft Office

Job description

Truist in Stafford, VA is seeking a Universal Banker to provide timely client service and handle transactions, while educating customers on digital banking tools such as Online and Mobile Banking.

You will support sales and relationship-building through outbound calls, referrals, and adherence to IRM practices. The position requires flexibility with hours and travel as needed for staffing and branch needs.