Client Banking & Relationship Advisor

Truist Financial Corporation; New Jersey; Presencial; USD 46.000 - 53.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401(k) plan

Paid holidays

Vacation days (≥10)

Descripción de la vacante

Truist Financial Corporation in New Jersey is seeking a Regular Retail Banker to deliver timely client service, process transactions accurately, and maintain thorough records. You will cross-train to support sales and service activities, including outbound calling and Integrated Relationship Management (IRM) support.

You will educate clients on digital tools, assist with outbound outreach, and help meet branch goals while upholding internal controls and compliance.

Formación

• High school diploma or equivalent.
• Two years teller/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 Microsoft Office applications.
• Ability to travel to accommodate temporary staffing needs as required.
• Ability to work weekends and/or extended hours with occasional travel and overnights may be included.

Responsabilidades

• Provide a distinctive client experience through courteous conversations and handling of transactions.
• Educate clients on digital banking and self-service options.
• Contribute to sales efforts by outbound outreach and referral to specialists.
• Support Integrated Relationship Management (IRM) efforts for client needs.
• Participate in Retail Community Bank Leadership routines.
• Enhance product knowledge through training and meetings.
• Follow internal controls and risk management policies.
• Assist as secondary contact for new accounts and issue resolution.

Conocimientos

Client relationships

Sales experience

Interpersonal skills

Multitasking

Outbound calling

Communication skills

Typing / PC skills

Educación

High school diploma or equivalent

Herramientas

Microsoft Office

Descripción del empleo

Truist Financial Corporation in New Jersey is seeking a Regular Retail Banker to deliver timely client service, process transactions accurately, and maintain thorough records. You will cross-train to support sales and service activities, including outbound calling and Integrated Relationship Management (IRM) support.

You will educate clients on digital tools, assist with outbound outreach, and help meet branch goals while upholding internal controls and compliance.