Client Banking Pro: Service, Sales & Digital Solutions

Truist Wealth; Montgomery (AL); On-site; USD 36,000 - 42,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401k plan

Paid time off

Job summary

Truist Wealth is seeking a client service professional to handle transactions and deliver superior service in a banking environment. You will guide clients through digital solutions and identify opportunities for personalized financial care.

Responsibilities include assisting with new accounts, supporting sales initiatives, and adhering to risk and policy guidelines. This role requires flexibility for shifts and occasional travel to support branch staffing needs.

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.

Responsibilities

• Provide a distinctive client experience by engaging clients with courteous conversation and handling complex and standard transactions.
• Educate clients on digital self-service solutions (ATMs, Online/Mobile banking) to enhance service.
• Support sales by outbound client outreach, offers checks, and referrals to branches or specialists.
• Understand Integrated Relationship Management (IRM) to deliver Truist expertise and solutions.
• Participate in Truist Retail Community Bank Leadership routines and training.

Skills

Customer service

Cash handling

Sales experience

Interpersonal communication

PC skills

Education

High school diploma

Tools

Microsoft Office

Branch automation

Job description

Truist Wealth is seeking a client service professional to handle transactions and deliver superior service in a banking environment. You will guide clients through digital solutions and identify opportunities for personalized financial care.

Responsibilities include assisting with new accounts, supporting sales initiatives, and adhering to risk and policy guidelines. This role requires flexibility for shifts and occasional travel to support branch staffing needs.