Client Banking Specialist & Relationship Advisor

Gamma Phi Omega International

Fayetteville (NC)

Hybrid

USD 32,000 - 42,000

Full time

2 days ago
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Benefits offered by this job

Medical insurance
Dental insurance
Vision insurance
Life insurance
Disability insurance
401(k) plan

Job summary

Truist Financial Corporation in the United States seeks a teller/customer service professional to process client transactions and provide exceptional service. You will educate clients on digital banking, support outbound outreach, and help with IRM activities to meet client needs.

The role emphasizes strong interpersonal skills, PC proficiency, and the ability to multitask in a fast-paced branch environment. Regular full-time shifts may include weekends and occasional travel.

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.
  • Demonstrated proficiency in basic computer applications such as Microsoft Office.
  • Ability to travel to accommodate temporary staffing needs and shifts.

Responsibilities

  • Provide a distinctive client experience by engaging clients, handling transactions, and identifying needs.
  • Educate clients on digital/self-service solutions (ATMs, Online/Mobile banking).
  • Support sales by outbound calls and identifying client opportunities.
  • Understand Integrated Relationship Management (IRM) to deliver Truist solutions.
  • Participate in Retail Community Bank Leadership routines.
  • Advance product knowledge through training and meetings.
  • Adhere to internal controls and policies to ensure compliance.
  • Serve as secondary contact for new account openings and issue resolution.

Skills

Customer service
Cash handling
Sales experience
Communication skills
PC literacy
Multi-tasking
Microsoft Office

Education

High school diploma or equivalent

Job description

Truist Financial Corporation in the United States seeks a teller/customer service professional to process client transactions and provide exceptional service. You will educate clients on digital banking, support outbound outreach, and help with IRM activities to meet client needs.

The role emphasizes strong interpersonal skills, PC proficiency, and the ability to multitask in a fast-paced branch environment. Regular full-time shifts may include weekends and occasional travel.

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