Client Banking Specialist & Relationship Builder

Hbcu Connect, Llc; Charleston (SC); On-site; USD 35,000 - 52,000; Full time

Benefits offered by this job

Medical, dental, vision

Life insurance

Disability coverage

401k plan

Paid time off (vacation)

Sick days

Paid holidays

Job summary

Hbcu Connect, Llc in Charleston, SC is seeking a Regular full-time Teller/Customer Service Associate to provide timely transactions and superior client service in a banking environment.

You will educate clients on online banking, support outbound sales efforts, and assist with Integrated Relationship Management (IRM) activities while maintaining accurate records and adhering to internal controls.

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 skills 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.
• Ability to work weekends and/or extended hours with occasional travel and overnights may be included.

Responsibilities

• Provide a distinctive client experience by managing transactions and uncovering client needs.
• Educate clients on digital banking and self-service solutions (ATMs, Online, Mobile).
• Support sales with outbound calling and by identifying client opportunities.
• Understand Integrated Relationship Management (IRM) to deliver Truist solutions.
• Participate in Retail Community Bank Leadership routines.
• Pursue ongoing product knowledge through training and meetings.
• Adhere to internal controls and risk policies; stay updated on changes.
• Serve as secondary contact for new accounts and problem resolution.

Skills

Client service

Communication

PC skills

Multi-tasking

MS Office

Travel ability

Weekend availability

Education

High School Diploma or GED

Job description

Hbcu Connect, Llc in Charleston, SC is seeking a Regular full-time Teller/Customer Service Associate to provide timely transactions and superior client service in a banking environment.

You will educate clients on online banking, support outbound sales efforts, and assist with Integrated Relationship Management (IRM) activities while maintaining accurate records and adhering to internal controls.