Client Banking & Relationship Specialist

Truist Financial Corporation; Florida; On-site; USD 32,000 - 52,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

401(k) plan

Paid vacation

Paid holidays

Job summary

Truist Financial Corporation is seeking a Teller/Client Service Associate in the United States to provide timely, accurate customer transactions and maintain records while delivering high-quality service. You will engage clients, uncover needs, and support outbound calls to promote products and services.

You will educate clients on digital banking tools, assist with IRM initiatives, and participate in leadership routines and ongoing training.

Qualifications

• The requirements listed below are representative of the knowledge, skill and/or ability required.
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• Ability to multi-task under time constraints.
• Proficiency with basic computer applications and branch automation software.

Responsibilities

• Provide a distinctive client experience with courteous conversation while processing complex and standard transactions.
• Educate clients on digital/self-service banking (ATMs, Online, Mobile).
• Support sales through outbound calls and identify client needs or opportunities.
• Understand Integrated Relationship Management (IRM) to deliver Truist solutions.
• Participate in Truist Retail Community Bank Leadership routines and training.

Skills

Client service experience

Interpersonal skills

Communication skills

PC/Windows skills

Microsoft Office

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Truist Financial Corporation is seeking a Teller/Client Service Associate in the United States to provide timely, accurate customer transactions and maintain records while delivering high-quality service. You will engage clients, uncover needs, and support outbound calls to promote products and services.

You will educate clients on digital banking tools, assist with IRM initiatives, and participate in leadership routines and ongoing training.