Client Banking Specialist – IRM & Outreach

Truist Financial Corporation; Miami (FL); Presencial; USD 36.000 - 54.000; Tempo integral

Benefícios oferecidos por esta vaga

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401k plan

Paid vacation

Paid holidays

Sick days

Resumo da vaga

Truist in Miami is seeking a client-focused team member to handle routine and complex teller transactions, while educating clients on digital banking options and cross-selling opportunities. You will support outbound outreach and help deliver a superior client experience.

Ideal candidates bring 2+ years in teller or client-service roles, strong interpersonal skills, and proficiency with banking software and MS Office. Weekend hours and occasional travel may be required.

Qualificações

• High school diploma or equivalent required.
• Two years of teller/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 used for branch automation.
• Ability to multitask under time constraints.
• Proficiency in basic computer applications such as Microsoft Office.
• Willingness to travel to accommodate temporary staffing needs; includes occasional locale changes.
• Willingness to work weekends and/or extended hours with possible travel/overnights.

Responsabilidades

• Provide a distinctive client experience to ensure consistent service by engaging clients with courteous conversation and handling transactions; perform more complex transactions with assistance as needed.
• Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking to enhance their service experience.
• Support team sales by outbound calls, checking for client offers, and identifying needs or opportunities; refer to branch team members or specialists as appropriate.
• Understand Integrated Relationship Management (IRM) to deliver Truist expertise and solutions for clients’ needs.
• Participate in all components of Truist Retail Community Bank Leadership routines.
• Attend sales, service, and product knowledge meetings and training sessions to grow knowledge.
• Adhere to internal controls, procedures and risk management policies and stay informed of policy changes.
• Serve as secondary contact for new account openings and problem resolution; handle volume based on branch demands.

Conhecimentos

Customer service

Sales experience

Interpersonal skills

Multitasking

Computer literacy

Formação

High school diploma or equivalent

Ferramentas

Microsoft Office

Banking software

Descrição da vaga

Truist in Miami is seeking a client-focused team member to handle routine and complex teller transactions, while educating clients on digital banking options and cross-selling opportunities. You will support outbound outreach and help deliver a superior client experience.

Ideal candidates bring 2+ years in teller or client-service roles, strong interpersonal skills, and proficiency with banking software and MS Office. Weekend hours and occasional travel may be required.