Client Banking Specialist - IRM & Digital Solutions

Kappa Alpha PSI Fraternity, Inc.; Charlotte (NC); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401k plan

Paid holidays

Vacation time

Job summary

Truist Financial Corporation is seeking a full-time team member for our retail banking team in the United States. The role centers on delivering exceptional client experiences, processing transactions accurately, and educating clients about self-service banking tools.

You will participate in outbound outreach, support with IRM initiatives, and stay updated through training. Flexibility for weekends, extended hours, and occasional travel is required.

Qualifications

• High school diploma or equivalent education required.
• Two years teller or cash handling or client service experience.
• Six months of client relationship building or sales experience.
• Excellent interpersonal and communication skills.
• Ability to master PC keyboard and software for branch automation.
• Ability to multi-task under time constraints.
• Proficiency in Microsoft Office software.
• Willingness to travel to accommodate staffing needs.
• Ability to work weekends and extended hours with travel and overnights possibly.

Responsibilities

• Provide a distinctive client experience through courteous conversations and accurate handling of transactions.
• Educate clients on digital self-service options (ATMs, Online/Mobile banking).
• Support sales by outbound client outreach and identifying needs or opportunities.
• Understand Integrated Relationship Management (IRM) to deliver Truist solutions.
• Participate in Retail Community Bank Leadership routines and training.
• Expand product knowledge to better serve clients.
• Adhere to internal controls and risk management policies.
• Serve as secondary contact for new accounts and problem resolution, with workload managed by branch needs.

Skills

Teller experience

Client relationship

Interpersonal skills

PC skills

Multi-tasking

MS Office

Travel readiness

Flexible hours

Outbound calling

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Truist Financial Corporation is seeking a full-time team member for our retail banking team in the United States. The role centers on delivering exceptional client experiences, processing transactions accurately, and educating clients about self-service banking tools.

You will participate in outbound outreach, support with IRM initiatives, and stay updated through training. Flexibility for weekends, extended hours, and occasional travel is required.