Client Banking Specialist & Relationship Advisor

Truist; Shelby (NC); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401(k) plan

Job summary

Truist is seeking a customer service professional to provide timely, accurate client transactions and thorough record-keeping in a banking environment. You will guide clients through complex and routine transactions, promote digital self-service tools, and support sales outreach to identify opportunities while maintaining compliance with policies.

The role emphasizes IRM collaboration, ongoing product knowledge, and participation in leadership routines to better serve consumer and business

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, 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.
• 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

Interpersonal skills

Communication skills

Multi-tasking

Microsoft Office

Sales experience

Customer service

Travel willingness

Education

High school diploma

Tools

Microsoft Office

Job description

Truist is seeking a customer service professional to provide timely, accurate client transactions and thorough record-keeping in a banking environment. You will guide clients through complex and routine transactions, promote digital self-service tools, and support sales outreach to identify opportunities while maintaining compliance with policies.

The role emphasizes IRM collaboration, ongoing product knowledge, and participation in leadership routines to better serve consumer and business