Client Banking & IRM Relationship Specialist

Crump Life Insurance Svcs Inc; Goldsboro (NC); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k) plan

Job summary

Truist Financial Corporation is seeking a banking professional to deliver timely client transactions with accuracy and superior service. You will assist clients, promote digital self-service tools, and participate in outbound calls to support sales and relationship management.

The role emphasizes cross-training in sales and service activities, with a focus on delivering Truist expertise to meet client needs across branch operations and personal financial solutions.

Qualifications

• Excellent interpersonal and communication skills required.
• Ability to master PC keyboard and software tools used for branch automation.
• Ability to multi-task and manage time effectively.
• Willingness to travel to accommodate staffing needs and occasional shifts.

Responsibilities

• Provide a distinctive client experience with courteous conversations and accurate handling of transactions.
• Educate clients on digital self-service options (ATMs, Online/Mobile banking) to enhance service experience.
• Support sales and service via outbound client outreach and IRM opportunities.
• Understand and apply Integrated Relationship Management (IRM) to deliver Truist solutions.
• Participate in retail leadership routines and ongoing knowledge training.

Skills

Interpersonal skills

Communication skills

Customer service

PC skills

Multi-tasking

Team collaboration

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Truist Financial Corporation is seeking a banking professional to deliver timely client transactions with accuracy and superior service. You will assist clients, promote digital self-service tools, and participate in outbound calls to support sales and relationship management.

The role emphasizes cross-training in sales and service activities, with a focus on delivering Truist expertise to meet client needs across branch operations and personal financial solutions.