Client Banking & Relationship Advisor

Truist Financial Corporation; Rome (GA); On-site; USD 30,000 - 42,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k) plan

Paid time off

Job summary

Truist Financial Corporation in the United States is seeking a Retail Teller who delivers a distinctive client experience by handling transactions, identifying financial needs, and supporting outbound outreach.

You will educate clients on digital banking solutions, participate in sales activities, and adhere to risk controls while growing product knowledge through training and teamwork.

Qualifications

• High school diploma or equivalent required.
• Two years of teller or cash handling 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 multi-task under time constraints.
• Proficiency in basic computer applications such as Microsoft Office.
• Willingness to travel to accommodate temporary staffing needs.
• Weekend and/or extended hours availability with possible travel.

Responsibilities

• Provide a distinctive client experience and conduct transactions while uncovering needs.
• Educate clients on digital self-service solutions including ATMs, Online and Mobile banking.
• Support team sales process through outbound calls and referrals.
• Understand Integrated Relationship Management (IRM) to deliver Truist solutions.
• Participate in Retail Community Bank Leadership routines.
• Advance product knowledge through trainings and learning opportunities.
• Adhere to internal controls and risk management policies.
• Serve as secondary contact for new accounts and problem resolution.

Skills

Teller experience

Client service

Sales experience

Interpersonal communication

PC proficiency

Multi-tasking

Travel availability

Weekend work

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Truist Financial Corporation in the United States is seeking a Retail Teller who delivers a distinctive client experience by handling transactions, identifying financial needs, and supporting outbound outreach.

You will educate clients on digital banking solutions, participate in sales activities, and adhere to risk controls while growing product knowledge through training and teamwork.