Client Banking Specialist — IRM & Outreach

Gamma Phi Omega International; Winter Haven (FL); On-site; USD 32,000 - 42,000; Full time

Job summary

Truist Financial Corporation is seeking a Customer Service/ teller professional in Florida to provide timely, accurate client transactions and build relationships. You will educate clients on digital banking options and support outbound outreach while aligning with IRM strategies.

The role emphasizes adherence to controls, cross-training, and a strong focus on delivering exceptional service to both consumer and business clients, with flexibility for occasional travel and extended hours.

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.
• Ability to master PC keyboard and software for branch automation.
• Ability to multi-task under time constraints.
• Proficiency in basic computer applications, such as Microsoft Office.
• Willingness to travel for temporary staffing needs.

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 skills

Communication skills

PC skills

Microsoft Office

Multi-tasking

Travel readiness

Weekend hours

Education

High school diploma or equivalent

Job description

Truist Financial Corporation is seeking a Customer Service/ teller professional in Florida to provide timely, accurate client transactions and build relationships. You will educate clients on digital banking options and support outbound outreach while aligning with IRM strategies.

The role emphasizes adherence to controls, cross-training, and a strong focus on delivering exceptional service to both consumer and business clients, with flexibility for occasional travel and extended hours.