Client Banking Advisor – Sales, Service & IRM

Truist Bank; United States; On-site; USD 34,000 - 42,000; Full time

Benefits offered by this job

Health insurance

401k plan

Paid holidays

Vacation days

Sick days

Job summary

Truist Bank seeks a service-focused professional to handle routine and complex client transactions, while actively guiding customers through digital banking tools. The role supports sales efforts and IRM collaboration to tailor solutions to client needs.

Strong interpersonal skills and a proactive attitude toward compliance and learning are essential as responsibilities span branch operations, training participation, and cross-functional teamwork.

Qualifications

• High school diploma or equivalent required.
• Two years 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.

Responsibilities

• Provide a distinctive client experience and handle complex and standard transactions.
• Educate clients on digital self-service solutions (ATMs, Online/Mobile banking).
• Support sales through outbound calls and identify client needs or opportunities.
• Understand Integrated Relationship Management (IRM) to deliver Truist solutions.
• Participate in the Retail Community Bank Leadership routines and training sessions.
• Adhere to internal controls and risk management policies.

Skills

Customer service

Interpersonal communication

Multi-tasking

PC literacy

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Truist Bank seeks a service-focused professional to handle routine and complex client transactions, while actively guiding customers through digital banking tools. The role supports sales efforts and IRM collaboration to tailor solutions to client needs.

Strong interpersonal skills and a proactive attitude toward compliance and learning are essential as responsibilities span branch operations, training participation, and cross-functional teamwork.