Client Banking Specialist - IRM & Sales Support

Truist; Appomattox (VA); On-site; USD 30,000 - 34,000; Part time

Job summary

Truist in Virginia is seeking a Part-time Universal Banker to provide timely, accurate client service and handle standard and complex transactions, while educating clients about digital banking tools to improve the service experience.

You will support branch sales through outbound calls and referrals, participate in IRM activities, and maintain strict adherence to controls and policies. The role includes ongoing training and flexibility for weekends or extended hours as needed.

Qualifications

• High school diploma or equivalent.
• Two years of teller or cash handling experience.
• Six months of client relationship building or sales experience.
• Excellent interpersonal and communication skills.
• Ability to travel and work weekends/extended hours.

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 communication

Customer service

Sales experience

Multitasking

Tech literacy

Education

High school diploma or equivalent education

Tools

Microsoft Office

Job description

Truist in Virginia is seeking a Part-time Universal Banker to provide timely, accurate client service and handle standard and complex transactions, while educating clients about digital banking tools to improve the service experience.

You will support branch sales through outbound calls and referrals, participate in IRM activities, and maintain strict adherence to controls and policies. The role includes ongoing training and flexibility for weekends or extended hours as needed.