Client Banking Advisor: Service, Sales & IRM

Truist Financial; Monroe (NC); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401k plan

Vacation days

Sick days

Paid holidays

Job summary

Truist Financial in the United States is seeking a customer service-focused associate to handle client transactions and maintain accurate records. You will promote digital banking solutions, assist with outbound calls, and support Integrated Relationship Management (IRM) initiatives to meet client needs.

The role emphasizes multi-tasking, strong communication, and reliability, with opportunities to participate in branch leadership routines and training for advancement.

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 master PC keyboard and software for branch automation.
• Ability to multi-task under time constraints.
• Proficiency in basic PC applications (Microsoft Office).
• Ability to travel for temporary staffing needs.
• Ability to work weekends and/or extended hours with travel/overnights.

Responsibilities

• Provide distinctive client experience with transactions and accurate records.
• Educate clients on digital self-service solutions (ATMs, Online/Mobile banking).
• Support sales by outbound client outreach and referrals to branches.
• Understand Integrated Relationship Management to deliver Truist solutions.
• Participate in Retail Community Bank Leadership routines.
• Advance knowledge through training and meetings.
• Adhere to internal controls and risk management policies.
• Serve as secondary contact for new accounts and problem resolution.

Skills

Interpersonal communication

Sales experience

Customer service

PC proficiency

Multi-tasking

Microsoft Office

Travel flexibility

Weekend/extended hours

Education

High school diploma or equivalent

Tools

Microsoft Excel

Microsoft Word

Branch automation software

Job description

Truist Financial in the United States is seeking a customer service-focused associate to handle client transactions and maintain accurate records. You will promote digital banking solutions, assist with outbound calls, and support Integrated Relationship Management (IRM) initiatives to meet client needs.

The role emphasizes multi-tasking, strong communication, and reliability, with opportunities to participate in branch leadership routines and training for advancement.