Client Banking Specialist & Relationship Advisor

Truist; Philadelphia (Philadelphia County); On-site; USD 32,000 - 44,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

401k Plan

Paid Vacation

Paid Holidays

Sick Days

Job summary

Truist Financial Corporation in Philadelphia is seeking a customer-focused Teller to join our Retail Banking team. You will handle a broad range of transactions with accuracy, provide courteous service, and identify client financial needs while maintaining precise records and secure handling of all monies.

In this role you will educate clients on digital and self-service options such as ATMs, Online and Mobile banking, and participate in outbound client outreach to share offers and

Qualifications

• High school diploma or equivalent required; basic computer skills.
• Two years 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.
• Proficiency in Microsoft Office and related tools.
• Willingness to travel to cover staffing needs as required.
• Ability to work weekends and extended hours with occasional travel.

Responsibilities

• Provide a distinctive client experience with accurate, courteous transactions.
• Educate clients on digital self-service options and online/mobile banking.
• Support sales by outbound client outreach and identifying needs.
• Understand Integrated Relationship Management (IRM) to deliver Truist solutions.
• Participate in branch leadership routines and training.
• Adhere to internal controls and risk management policies.
• Serve as secondary contact for new accounts and problem resolution.

Skills

Customer service

Communication skills

Attention to detail

Multitasking

PC skills

Education

High school diploma or equivalent

Tools

Microsoft Office

Branch automation software

Job description

Truist Financial Corporation in Philadelphia is seeking a customer-focused Teller to join our Retail Banking team. You will handle a broad range of transactions with accuracy, provide courteous service, and identify client financial needs while maintaining precise records and secure handling of all monies.

In this role you will educate clients on digital and self-service options such as ATMs, Online and Mobile banking, and participate in outbound client outreach to share offers and