Client Banking Specialist - Outreach & IRM

Truist Wealth; Virginia Beach (VA); On-site; USD 46,000 - 52,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401k plan

Vacation days

Sick days

Paid holidays

Job summary

Truist is seeking a Universal Banker to deliver a high-quality client experience while handling routine and complex transactions with accuracy. You will educate clients on ATMs, Online and Mobile banking, and support outbound sales efforts and IRM activities.

The role requires a high school diploma, strong communication skills, and willingness to travel or work weekends as needed. This full-time position offers comprehensive benefits and opportunities for professional growth within Truist’s

Qualifications

• High school diploma or equivalent is required.
• Two years teller/cash handling or client service experience.
• Six months 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.
• Ability to travel for temporary staffing needs and weekend/extended hours.

Responsibilities

• Provide a distinctive client experience with a high service level.
• Educate clients on digital self-service banking options.
• Support sales through outbound client outreach and referrals.
• Understand Integrated Relationship Management to deliver Truist expertise.
• Participate in Retail Community Bank Leadership routines.
• Advance knowledge through training and meetings.
• Adhere to internal controls and risk management policies.
• Serve as secondary contact for new accounts and issue resolution.

Skills

Interpersonal communication

Multi-tasking

PC skills

Customer service

Outbound calling

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Truist is seeking a Universal Banker to deliver a high-quality client experience while handling routine and complex transactions with accuracy. You will educate clients on ATMs, Online and Mobile banking, and support outbound sales efforts and IRM activities.

The role requires a high school diploma, strong communication skills, and willingness to travel or work weekends as needed. This full-time position offers comprehensive benefits and opportunities for professional growth within Truist’s