Client Banking Specialist IRM & Digital Solutions

Truist; Baltimore (MD); On-site; USD 46,000 - 53,000; Full time

Benefits offered by this job

Additional incentive pay

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401k plan

Vacation leave (10 days)

Job summary

Truist in Baltimore is seeking a Universal Banker to provide a distinctive client experience, process transactions accurately, and identify clients' financial needs. You will cross‑train to support sales and service activities, including outbound calling and Integrated Relationship Management (IRM) engagement.

The role emphasizes excellent interpersonal skills, multi‑tasking ability, and comfort with digital banking tools.

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 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 by engaging clients and handling transactions.
• Educate clients on digital self‑service solutions (ATMs, Online/Mobile banking).
• Support sales via outbound calls and identifying client needs.
• Understand Integrated Relationship Management (IRM) to deliver Truist solutions.
• Participate in the Retail Community Bank Leadership routines.
• Attend training and meetings to advance product knowledge.
• Adhere to internal controls and risk policies.
• Serve as secondary contact for new accounts and issue resolution.

Education

High school diploma or equivalent

Two years teller or cash handling or client service experience

Tools

Microsoft Office

Job description

Truist in Baltimore is seeking a Universal Banker to provide a distinctive client experience, process transactions accurately, and identify clients' financial needs. You will cross‑train to support sales and service activities, including outbound calling and Integrated Relationship Management (IRM) engagement.

The role emphasizes excellent interpersonal skills, multi‑tasking ability, and comfort with digital banking tools.