Client Banking Advisor - Sales & Service

Truist Financial Corporation; Bowie (MD); On-site; USD 46,000 - 55,000; Full time

Benefits offered by this job

Medical benefits

401(k) plan

Paid time off

Job summary

Truist Financial Corporation seeks an energetic Universal Banker to deliver a high-quality client experience and execute complex and routine transactions. You will guide customers through digital self-service options and proactively identify needs to promote relevant banking solutions.

This role supports outbound calls, cross-selling opportunities, and IRM initiatives while aligning with branch goals. Availability for flexible hours and travel is required, with standard benefits and a

Qualifications

• High school diploma or equivalent
• 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 personal computer (PC) keyboard and software skills necessary for branch automation
• Ability to multi-task under time constraints
• Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
• Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes
• Ability to work weekends and/or extended hours with occasional travel and overnights may be included

Responsibilities

• Provide a distinctive client experience by engaging clients and conducting transactions while uncovering needs.
• Educate clients on digital self-service solutions including ATMs and mobile banking.
• Support sales by outbound client outreach and identifying needs or opportunities.
• Understand Integrated Relationship Management (IRM) to deliver Truist expertise.
• Participate in Truist Retail Community Bank Leadership routines.
• Attend training and meetings to advance product knowledge.
• Adhere to internal controls and risk management policies.
• Serve as secondary contact for new accounts and problem resolution.

Skills

Customer service

Interpersonal communication

Outbound calling

Cross-selling

Multi-tasking

PC skills

Education

High school diploma or equivalent

Tools

Microsoft Office

Branch automation software

Job description

Truist Financial Corporation seeks an energetic Universal Banker to deliver a high-quality client experience and execute complex and routine transactions. You will guide customers through digital self-service options and proactively identify needs to promote relevant banking solutions.

This role supports outbound calls, cross-selling opportunities, and IRM initiatives while aligning with branch goals. Availability for flexible hours and travel is required, with standard benefits and a