Client Banking & Relationship Advisor

Truist Financial Corporation

Tennessee

On-site

USD 22,000 - 28,000

Full time

5 days ago
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Benefits offered by this job

Medical insurance
Dental insurance
Vision insurance
Life insurance
Disability insurance
401k plan
Paid vacation
Sick days
Paid holidays

Job summary

Truist Financial Corporation seeks a customer-focused Teller to provide a distinctive client experience across routine and complex transactions. You will educate clients on digital channels and support outbound outreach while maintaining accurate records and strong compliance.

Regular Language Fluency: English required. This role involves cross-training to support sales and Integrated Relationship Management (IRM) activities, with flexibility to work weekends and extended hours as branch needs

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, including Microsoft Office.
  • Ability to travel to accommodate temporary staffing needs including locale changes.
  • Willingness to work weekends and/or extended hours with occasional travel/overnights.

Responsibilities

  • Provide a distinctive client experience to maintain service level while handling transactions.
  • Educate clients on digital/self-service solutions (ATMs, Online and Mobile banking).
  • Support team sales through outbound outreach and identifying client needs or opportunities.
  • Understand Integrated Relationship Management (IRM) to deliver Truist expertise and solutions.
  • Participate in Truist Retail Community Bank Leadership routines.
  • Advance knowledge of products/services through training and meetings.
  • Adhere to internal controls, procedures, and risk management policies.
  • Serve as secondary contact for new accounts and issue resolution, offering appropriate products and services.

Skills

Interpersonal skills
Communication
Multitasking
PC skills
Microsoft Office
Travel ability
Weekend/hours flexibility

Education

High school diploma or equivalent

Job description

Truist Financial Corporation seeks a customer-focused Teller to provide a distinctive client experience across routine and complex transactions. You will educate clients on digital channels and support outbound outreach while maintaining accurate records and strong compliance.

Regular Language Fluency: English required. This role involves cross-training to support sales and Integrated Relationship Management (IRM) activities, with flexibility to work weekends and extended hours as branch needs

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