Client Banking Specialist & Relationship Advisor

Truist Financial Corporation; Belmont (NC); On-site; USD 31,000 - 42,000; Full time

Benefits offered by this job

Benefits

Job summary

Truist Financial Corporation in Belmont, NC seeks a client-focused team member to handle teller and service tasks, delivering a distinctive client experience and supporting IRM strategies. You will promote digital banking, assist with outbound outreach, and help identify client needs while maintaining accuracy in transactions.

The role requires strong interpersonal skills, basic PC/Office proficiency, and flexibility for weekends and travel as needed.

Qualifications

• High school diploma or equivalent.
• Two years teller or 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 personal computer (PC) keyboard and software skills necessary for branch automation.
• Ability to multi-task under time constraints.
• Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
• Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes.
• Ability to work weekends and/or extended hours with occasional travel and overnights may be included.

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. Performs more complex transactions with assistance as necessary.
• 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

Customer service

Interpersonal skills

Multi-tasking

PC software

Microsoft Office

Communication

Travel willingness

Weekend hours

Education

High school diploma or equivalent

Job description

Truist Financial Corporation in Belmont, NC seeks a client-focused team member to handle teller and service tasks, delivering a distinctive client experience and supporting IRM strategies. You will promote digital banking, assist with outbound outreach, and help identify client needs while maintaining accuracy in transactions.

The role requires strong interpersonal skills, basic PC/Office proficiency, and flexibility for weekends and travel as needed.