Client Banking & Relationship Specialist

Truist

Clearwater (AR)

On-site

USD 32,000 - 42,000

Full time

12 days ago

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Benefits offered by this job

Medical insurance
Dental insurance
Vision insurance
Life insurance
Disability insurance
Vacation days
Sick days
Paid holidays
401(k) plan
Pension plan
Deferred compensation

Job summary

Truist is hiring for a Regular full-time branch position in the United States. The role emphasizes delivering exceptional client service, handling transactions accurately, and supporting sales through outreach.

You will educate clients on digital banking tools and work within the Integrated Relationship Management framework to tailor solutions for accounts and services. Expect routine training, adherence to internal controls, and potential travel for staffing needs.

Qualifications

  • High school diploma or equivalent required.
  • Two years teller, 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 (MS Office).
  • Travel as needed for temporary staffing or locale changes.

Responsibilities

  • Deliver timely and accurate client transactions with thorough record-keeping.
  • Educate clients on digital self-service options (ATMs, Online/Mobile banking).
  • Support sales by outbound calls and identifying client needs.
  • Understand and apply Integrated Relationship Management (IRM) practices.
  • Stay informed of policies and procedures to ensure compliance with guidelines.
  • Participate in branch leadership routines and training.

Skills

Customer service
Communication
Sales experience
Multitasking
Interpersonal skills

Education

High school diploma or equivalent

Tools

Branch automation
MS Office

Job description

Truist is hiring for a Regular full-time branch position in the United States. The role emphasizes delivering exceptional client service, handling transactions accurately, and supporting sales through outreach.

You will educate clients on digital banking tools and work within the Integrated Relationship Management framework to tailor solutions for accounts and services. Expect routine training, adherence to internal controls, and potential travel for staffing needs.

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