Client Banking Specialist & Relationship Advisor

Truist; Midlothian (VA); On-site; USD 46,000 - 52,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401k plan

Vacation days

Job summary

Truist in the United States (Virginia) is seeking a Universal Banker who delivers a consistent client experience, handles complex and standard transactions, and educates clients on digital banking tools. You will participate in outbound calls, support the sales process, and apply IRM concepts to tailor solutions for clients.

The role requires a high school diploma, 2 years in teller or client service, and strong interpersonal skills. Full-time, on-site with benefits and potential incentive pay.

Qualifications

• High school diploma or equivalent required.
• Two years teller/cash handling or client service experience.
• Six months of client relationship building or sales experience.
• Excellent interpersonal and communication skills.
• PC keyboard and software skills for branch automation.
• Ability to multi-task under time constraints.

Responsibilities

• Provide a distinctive client experience and handle transactions with accuracy.
• Educate clients on digital and self-service banking options.
• Support sales by outbound outreach and identifying client needs.
• Understand Integrated Relationship Management (IRM) for client solutions.
• Participate in Retail Leadership routines and training.
• Advance product knowledge and attend relevant meetings and trainings.
• Adhere to internal controls and risk policies; stay compliant.
• Serve as secondary contact for new accounts and issue resolution.

Skills

Interpersonal skills

Communication skills

Customer service

Multitasking

PC literacy

Time management

Travel ability

Weekend availability

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Truist in the United States (Virginia) is seeking a Universal Banker who delivers a consistent client experience, handles complex and standard transactions, and educates clients on digital banking tools. You will participate in outbound calls, support the sales process, and apply IRM concepts to tailor solutions for clients.

The role requires a high school diploma, 2 years in teller or client service, and strong interpersonal skills. Full-time, on-site with benefits and potential incentive pay.