Client Banking Specialist & Relationship Builder

Truist; Fallston (MD); On-site; USD 46,000 - 53,000; Full time

Benefits offered by this job

Medical insurance

401k plan

Paid time off

Job summary

Truist is seeking a Universal Banker to provide timely client service and accurate handling of transactions. You will educate clients on digital banking and assist with outbound outreach while supporting Integrated Relationship Management (IRM).

The role requires a strong service mindset and the ability to work weekends or extended hours as needed. You will participate in branch leadership routines, maintain compliance with policies, and contribute to a high-quality client experience across

Qualifications

• High school diploma or equivalent education required.
• Two years teller or cash handling or client service experience.
• Six months client relationship building or sales experience.

Responsibilities

• Provide a distinctive client experience and handle complex transactions with accuracy.
• Educate clients on digital self-service options like ATMs and online banking.
• Support sales via outbound client outreach and referrals to branch teams.

Skills

Client service

Outbound calling

Interpersonal communication

Multi-tasking

PC keyboard proficiency

Microsoft Office

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Truist is seeking a Universal Banker to provide timely client service and accurate handling of transactions. You will educate clients on digital banking and assist with outbound outreach while supporting Integrated Relationship Management (IRM).

The role requires a strong service mindset and the ability to work weekends or extended hours as needed. You will participate in branch leadership routines, maintain compliance with policies, and contribute to a high-quality client experience across