Client Banking & Relationship Specialist

Hbcu Connect, Llc

Durham (NC)

On-site

USD 32,000 - 42,000

Full time

6 days ago
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Benefits offered by this job

Medical insurance
401(k) plan
Paid vacation

Job summary

Truist Financial Corporation is seeking a customer-focused teammate for regular retail banking duties in Durham, NC. You will complete client transactions, educate on digital banking, and support outbound outreach while aligning with IRM strategies.

The role emphasizes compliance, service quality, and teamwork in a fast-paced branch environment. The position requires strong communication, weekend availability, and the ability to travel for temporary staffing as needed.

Qualifications

  • High school diploma or equivalent
  • 2 years teller or cash handling or client service experience
  • 6 months client relationship building or sales experience
  • Excellent interpersonal and communication skills
  • PC keyboard and software skills for branch automation
  • Ability to multi-task under time constraints
  • Proficiency in basic computer applications, such as Microsoft Office
  • Ability to travel to accommodate temporary staffing needs
  • Ability to work weekends/extended hours with possible travel

Responsibilities

  • Provide a distinctive client experience and handle transactions with accuracy
  • Educate clients on digital self-service solutions (ATMs, Online/Mobile banking)
  • Support sales by outbound client outreach and needs identification
  • Understand Integrated Relationship Management (IRM) and Truist solutions
  • Participate in Retail Community Bank Leadership routines
  • Attend training and knowledge sessions to improve service and product knowledge
  • Adhere to internal controls and risk management policies
  • Serve as secondary contact for new accounts and problem resolution

Skills

Customer service
Communication
Multitasking
Microsoft Office

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Truist Financial Corporation is seeking a customer-focused teammate for regular retail banking duties in Durham, NC. You will complete client transactions, educate on digital banking, and support outbound outreach while aligning with IRM strategies.

The role emphasizes compliance, service quality, and teamwork in a fast-paced branch environment. The position requires strong communication, weekend availability, and the ability to travel for temporary staffing as needed.

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