Client Banking & Relationships Advisor

Truist Wealth; Town of Florida (NY); On-site; USD 42,000 - 62,000; Full time

Job summary

Truist Wealth is seeking a client-focused banking professional to provide timely completion of client transactions and maintain accurate records. You will identify client financial needs and deliver superior service at the branch.

Responsibilities include educating clients on digital self-service solutions, supporting sales outreach, and following established policies while ensuring a high-quality client experience. Weekend hours and travel may be required.

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 personal computer (PC) keyboard and software skills necessary for branch automation.
• Ability to multi-task under time constraints.
• Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
• Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes.
• Ability to work weekends and/or extended hours with occasional travel and overnights may be included.

Responsibilities

• Provide a distinctive client experience to ensure a consistent service level by engaging clients with smiling, facilitating courteous conversation, conducting both complex and standardized transactions while uncovering needs.
• Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience.
• Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
• Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly deliver Truist expertise and solutions for our clients’ unique needs.
• Participate fully in all components of the established Truist Retail Community Bank Leadership Routines.
• Commit to advancing individual and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings and all applicable training classes and web-based learning.
• Adhere to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines.
• Serve as secondary contact for new account openings and problem resolution, offering applicable products and services to clients and prospects. Handles proportionate volume of work based on branch demands.

Skills

Interpersonal communication

Client service

Multitasking

PC/Software skills

Microsoft Office

Travel flexibility

Weekend/extended hours availability

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Truist Wealth is seeking a client-focused banking professional to provide timely completion of client transactions and maintain accurate records. You will identify client financial needs and deliver superior service at the branch.

Responsibilities include educating clients on digital self-service solutions, supporting sales outreach, and following established policies while ensuring a high-quality client experience. Weekend hours and travel may be required.