Client Banking & Relationship Specialist

Truist

Alabama

On-site

USD 26,000 - 36,000

Full time

6 days ago
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Benefits offered by this job

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

Job summary

Truist in Alabama is seeking a diligent Teller/CSR to provide a distinctive client experience, conducting transactions accurately while identifying customers' financial needs. You will also educate clients on digital banking options and support outbound outreach to drive sales.

The role requires a high school diploma, cash handling or service experience, and the ability to multitask within a regulated retail banking environment. Weekend hours and travel may be necessary depending on branch needs.

Qualifications

  • High school diploma or equivalent education.
  • Two years of teller or cash handling or client service experience.
  • Six months of client relationship building or sales experience.
  • Excellent interpersonal and communication skills.
  • Ability to use PC and basic software for branch automation.
  • Ability to multi-task under time constraints.
  • Proficiency with Microsoft Office software.
  • Ability to travel to accommodate staffing needs.
  • Weekends and extended hours may be required.

Responsibilities

  • Provide a distinctive client experience with courteous conversation and accurate transactions.
  • Educate clients on digital self-service solutions including ATMs, Online and Mobile banking.
  • Support sales by outbound calls and identifying client needs.
  • Understand Integrated Relationship Management (IRM) to deliver Truist solutions.
  • Adhere to internal controls and risk management policies.
  • Assist with new account openings and problem resolution.

Skills

High school diploma
Cash handling
Client service
Client relationship building
Interpersonal communication
PC software skills
Multi-tasking
Microsoft Office
Travel flexibility
Weekend/extended hours availability

Education

High school diploma or equivalent

Job description

Truist in Alabama is seeking a diligent Teller/CSR to provide a distinctive client experience, conducting transactions accurately while identifying customers' financial needs. You will also educate clients on digital banking options and support outbound outreach to drive sales.

The role requires a high school diploma, cash handling or service experience, and the ability to multitask within a regulated retail banking environment. Weekend hours and travel may be necessary depending on branch needs.

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