Client Banking & Relationship Specialist

Crump Life Insurance Svcs Inc; Raleigh (NC); On-site; USD 30,000 - 42,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

AD&D

401k plan

Paid vacation

Paid holidays

Paid sick days

Job summary

Truist Financial Corporation seeks a customer-focused teller to deliver exceptional service, assist with transactions, and educate clients on digital banking options. The role emphasizes sound money handling, outbound outreach, and collaboration with branch teams to meet client needs.

The position supports sales and service activities, with responsibilities across IRM and routine training, and may require weekend or extended hours along with occasional travel to accommodate staffing demands.

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, including a desire to interact with clients and prospects.
• Ability to master PC keyboard and software skills for branch automation.
• Ability to multi-task under time constraints.
• Proficiency in basic computer applications (Microsoft Office).
• Willingness to travel for temporary staffing needs and weekends/extended hours as required.

Responsibilities

• Provide a distinctive client experience by engaging clients, handling transactions, and uncovering needs.
• Educate clients on digital self-service solutions (ATMs, Online and Mobile banking).
• Support sales through outbound calls and client outreach.
• Understand and apply Integrated Relationship Management (IRM) for Truist solutions.
• Participate in Retail Community Bank Leadership routines and training sessions.
• Maintain compliance with internal controls and policies.
• Serve as secondary contact for new accounts and problem resolution, handling branch workload.

Skills

Customer service

Communication

Interpersonal skills

Cash handling

PC skills

Multi-tasking

Education

High school diploma or equivalent

Job description

Truist Financial Corporation seeks a customer-focused teller to deliver exceptional service, assist with transactions, and educate clients on digital banking options. The role emphasizes sound money handling, outbound outreach, and collaboration with branch teams to meet client needs.

The position supports sales and service activities, with responsibilities across IRM and routine training, and may require weekend or extended hours along with occasional travel to accommodate staffing demands.