Client Banking Specialist — IRM & Sales Support

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

Job summary

Truist in Annapolis, MD invites applications for a Universal Banker. The role emphasizes delivering a distinctive client experience, guiding customers through complex and routine transactions, and educating on digital self‑service tools.

You'll participate in outbound client outreach, identify opportunities, and work with the Integrated Relationship Management system to tailor Truist solutions. Commitment to continuous learning and cross‑training is expected.

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 multi‑task under time constraints.
• Demonstrated proficiency in basic computer applications, such as Microsoft Office.
• Ability to travel to accommodate temporary staffing needs.
• Ability to work weekends and/or extended hours with occasional travel and overnights.

Responsibilities

• Provide a distinctive client experience through courteous conversations and complex or standardized transactions.
• Educate clients on digital self‑service tools including ATMs and Online/Mobile banking.
• Support sales by outbound calls, checking client offers, and identifying needs.
• Understand Integrated Relationship Management (IRM) to deliver Truist solutions.
• Participate in Retail Community Bank Leadership routines and training.
• Advance product knowledge and attend meetings to better serve clients.

Skills

Interpersonal skills

Communication skills

Multi-tasking

PC software skills

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Truist in Annapolis, MD invites applications for a Universal Banker. The role emphasizes delivering a distinctive client experience, guiding customers through complex and routine transactions, and educating on digital self‑service tools.

You'll participate in outbound client outreach, identify opportunities, and work with the Integrated Relationship Management system to tailor Truist solutions. Commitment to continuous learning and cross‑training is expected.