Client Banking Specialist & Relationship Advocate

Truist Financial; Houston (TX); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Benefits package

Job summary

Truist Financial in Houston is seeking a Teller with a focus on accurate client transactions and excellent service. You will handle complex and routine banking tasks while educating clients on digital self-service options to enhance their experience.

The role supports outbound outreach and IRM initiatives, with emphasis on accuracy, compliance, and customer satisfaction. Regular shift with potential weekend hours and travel as needed.

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 for client interactions.
• Ability to master PC keyboard and software for branch automation.
• Ability to multi-task under time constraints.
• Proficiency in basic computer applications (MS Office).
• Willingness to travel for temporary staffing or locale changes.

Responsibilities

• Provide a distinctive client experience with a high service level.
• Educate clients on digital self-service solutions (ATMs, Online/Mobile banking).
• Support sales via outbound calls and identify client needs.
• Understand Integrated Relationship Management (IRM) to deliver Truist solutions.
• Participate in Retail Community Bank Leadership routines.
• Pursue training to enhance product knowledge and service delivery.
• Adhere to internal controls and risk management policies.
• Serve as secondary contact for new accounts and problem resolution.

Skills

Interpersonal skills

Communication

PC skills

Multi-tasking

Customer service

Sales awareness

Teamwork

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Truist Financial in Houston is seeking a Teller with a focus on accurate client transactions and excellent service. You will handle complex and routine banking tasks while educating clients on digital self-service options to enhance their experience.

The role supports outbound outreach and IRM initiatives, with emphasis on accuracy, compliance, and customer satisfaction. Regular shift with potential weekend hours and travel as needed.