Client Banking Specialist & Relationship Builder

Truist Wealth

Crestview Hills (KY)

On-site

USD 32,000 - 38,000

Full time

2 days ago
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Benefits offered by this job

Medical insurance
Dental insurance
Vision insurance
401k plan
Paid vacation and holidays

Job summary

Truist in Crestview Hills, KY is seeking a front-line teller to deliver accurate client transactions and a superior service experience. The role emphasizes helping clients with self-service options and building relationships in a busy branch environment.

The position requires a high school diploma, 2 years of teller or client service experience, strong interpersonal skills, and the ability to multitask. Weekend/extended hours and some travel may be needed.

Qualifications

  • High school diploma or equivalent education.
  • 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 travel to accommodate temporary staffing needs.
  • Ability to work weekends and/or extended hours with occasional travel and overnights may be required.

Responsibilities

  • Provide a distinctive client experience by engaging clients with courteous conversation and executing transactions accurately.
  • Educate clients on digital self-service solutions including ATMs, Online and Mobile banking.
  • Support team sales by outreach and identifying client needs or opportunities and referring to branch specialists.
  • Understand the importance of Integrated Relationship Management (IRM) to deliver Truist expertise and solutions.
  • Adhere to internal controls, procedures and risk management policies to ensure compliance.
  • Serve as secondary contact for new account openings and problem resolution, handling appropriate products and services.

Skills

Interpersonal skills
Communication
Multi-tasking
Customer service
PC skills / basic computer apps

Education

High school diploma or equivalent

Tools

Microsoft Office
Branch automation software

Job description

Truist in Crestview Hills, KY is seeking a front-line teller to deliver accurate client transactions and a superior service experience. The role emphasizes helping clients with self-service options and building relationships in a busy branch environment.

The position requires a high school diploma, 2 years of teller or client service experience, strong interpersonal skills, and the ability to multitask. Weekend/extended hours and some travel may be needed.

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