Client Banking Experience Specialist

Truist Financial; Madison (GA); On-site; USD 34,000 - 42,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401k plan

Paid vacation and sick days

Paid holidays

Job summary

Truist Financial is seeking a customer-focused teller/relational specialist in Madison, GA. You will handle routine and complex transactions, educate clients on digital banking, and support sales through outbound outreach.

The role requires strong communication, multi-tasking, and willingness to travel for staffing needs. The position emphasizes compliance with internal controls and participation in training to deepen product knowledge and improve service quality.

Qualifications

• Required: High school diploma or equivalent.
• 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.
• Ability to master PC keyboard and software skills for branch automation.
• Ability to multi-task under time constraints.
• Proficiency in basic Microsoft Office applications.
• Ability to travel to accommodate temporary staffing needs and locale changes.
• Willingness to work weekends and/or extended hours with travel/overnights as needed.

Responsibilities

• Provide distinctive client experience with courteous conversations and transactions; handle complex tasks with assistance.
• Educate clients on digital banking tools (ATMs, Online/Mobile).
• Support sales by outbound calls and identifying client needs or opportunities.
• Understand Integrated Relationship Management (IRM) to deliver Truist solutions.
• Participate in Retail Leadership routines and branch activities.
• Pursue ongoing product knowledge through trainings and meetings.
• Adhere to policies, controls, and risk procedures with up-to-date guidance.
• Serve as secondary contact for new accounts and issue resolution, handling workload per branch needs.

Skills

Interpersonal skills

Communication skills

Multi-tasking

Customer service

PC keyboard and software skills

Travel availability

Weekend/extended hours work

Education

High school diploma or equivalent education

Tools

Microsoft Office

Job description

Truist Financial is seeking a customer-focused teller/relational specialist in Madison, GA. You will handle routine and complex transactions, educate clients on digital banking, and support sales through outbound outreach.

The role requires strong communication, multi-tasking, and willingness to travel for staffing needs. The position emphasizes compliance with internal controls and participation in training to deepen product knowledge and improve service quality.