Client Banking Advisor — Service, Sales & Digital Solutions

Truist; Hampton (VA); On-site; USD 34,000 - 44,000; Full time

Job summary

Truist in the United States is seeking a customer-focused teller/relationship advocate to process client transactions with accuracy and care. You will guide clients in digital banking options and support outbound outreach to drive service excellence.

The role emphasizes IRM usage, adherence to controls, and flexible hours including weekends, with opportunities to grow through training and product knowledge sessions.

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.
• Ability to master PC keyboard and software for branch automation.
• Ability to multi-task under time constraints.
• Proficiency in basic computer applications, such as Microsoft Office.
• Ability to travel to accommodate temporary staffing needs.
• Ability to work weekends and/or extended hours.

Responsibilities

• Provide a distinctive client experience by engaging clients and handling transactions.
• Educate clients on digital self-service solutions.
• Support team sales process through outbound calls and referrals.
• Understand Integrated Relationship Management (IRM) to deliver Truist expertise.
• Participate in Retail Community Bank Leadership routines.
• Advance knowledge through training and product knowledge meetings.
• Adhere to internal controls and policies.
• Serve as secondary contact for new account openings and problem resolution.

Skills

Interpersonal skills

Communication skills

PC skills

Microsoft Office

Multi-tasking

Travel flexible

Weekend hours

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Truist in the United States is seeking a customer-focused teller/relationship advocate to process client transactions with accuracy and care. You will guide clients in digital banking options and support outbound outreach to drive service excellence.

The role emphasizes IRM usage, adherence to controls, and flexible hours including weekends, with opportunities to grow through training and product knowledge sessions.