Client Banking & Relationship Advisor

Truist; Johns Creek (GA); On-site; USD 38,000 - 52,000; Full time

Job summary

Truist is seeking a customer-focused associate to complete client transactions accurately while maintaining records and supporting sales and IRM initiatives. The role emphasizes outbound outreach, digital banking education, and delivering a distinctive client experience.

The position requires strong interpersonal skills, weekend/extended hours availability, and ability to travel for staffing needs. Training and compliance are core parts of the role.

Qualifications

• 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
• Ability to master PC keyboard and software for branch automation
• Ability to multitask under time constraints
• Proficiency in basic computer applications such as Microsoft Office
• Ability to travel to accommodate temporary staffing needs
• Willingness to work weekends and extended hours with possible travel/overnights

Responsibilities

• Provide a distinctive client experience to ensure a consistent service level by engaging clients with smiling, courteous conversation and handling transactions.
• Educate clients on digital self-service solutions including ATMs and Online/Mobile banking.
• Support team sales by outbound calls, checking offers, and identifying needs or opportunities.
• Understand Integrated Relationship Management (IRM) to deliver Truist expertise and solutions.
• Participate in Truist Retail Community Bank Leadership Routines.
• Commit to ongoing product knowledge through training and meetings.
• Adhere to internal controls and risk management policies.
• Serve as secondary contact for new account openings and issue resolution.

Skills

Customer service

Sales experience

Interpersonal skills

Multitasking

Communication

PC keyboard skills

Education

High school diploma or equivalent

Tools

Microsoft Office

Branch automation software

Job description

Truist is seeking a customer-focused associate to complete client transactions accurately while maintaining records and supporting sales and IRM initiatives. The role emphasizes outbound outreach, digital banking education, and delivering a distinctive client experience.

The position requires strong interpersonal skills, weekend/extended hours availability, and ability to travel for staffing needs. Training and compliance are core parts of the role.