Client Banking & Relationship Advisor

Truist Financial Corporation; Huntington (WV); On-site; USD 29,000 - 42,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) plan

Paid vacation and sick leave

Job summary

Truist is seeking a customer service professional to deliver exceptional client experiences and accurate handling of transactions. You will also educate clients on digital banking tools and support sales activities through outreach and referrals.

The role emphasizes mastery of branch operations, strong communication, and the ability to adapt to in-branch workflows while supporting integrated relationship management initiatives.

Qualifications

• High school diploma or equivalent required.
• Two years teller, cash handling or client service experience.
• Six months of client relationship building or sales experience.
• Excellent interpersonal and communication skills.
• PC keyboard and software skills for branch automation.
• Ability to multi-task under time constraints.
• Proficiency in basic computer applications (MS Office).
• Travel to accommodate temporary staffing needs as required.
• Weekend and/or extended hours availability may be required.

Responsibilities

• Provide a distinctive client experience and accurate handling of all monies.
• Educate clients on digital self-service banking options.
• Support sales through outbound client outreach and referrals.
• Understand Integrated Relationship Management (IRM) concepts to deliver Truist solutions.
• Participate in Retail Community Bank Leadership routines.
• Pursue training to enhance product knowledge and client service.
• Adhere to internal controls and risk management policies.
• Serve as secondary contact for new accounts and issue resolution.

Skills

Interpersonal communication

Multi-tasking

MS Office

Client service

Travel flexibility

Education

High school diploma or equivalent

Job description

Truist is seeking a customer service professional to deliver exceptional client experiences and accurate handling of transactions. You will also educate clients on digital banking tools and support sales activities through outreach and referrals.

The role emphasizes mastery of branch operations, strong communication, and the ability to adapt to in-branch workflows while supporting integrated relationship management initiatives.