Client Banking Specialist & Relationship Builder

Kappaalphapsi1911; Fallston, Northern (MD, KY); Hybrid; USD 46,000 - 53,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability coverage

401(k) plan

Paid vacation

Paid holidays

Sick days

Job summary

Truist Financial Corporation is seeking a Universal Banker in Maryland to deliver timely and accurate client transactions and provide excellent service. The role focuses on assisting with outbound calls, IRM activities, and educating clients on digital banking, while maintaining records and compliance.

The position requires a high school diploma, 2 years of teller or client service experience, and willingness to travel for staffing needs.

Qualifications

• High school diploma or equivalent required.
• Two years teller/cash handling or client service experience.
• Six months client relationship or sales experience preferred.
• Strong interpersonal and communication skills.
• PC keyboard and software skills for branch automation.
• Ability to multi-task under time constraints.
• Proficiency in basic computer applications (MS Office).
• Willingness to travel for temporary staffing needs.
• Ability to work weekends or extended hours as required.

Responsibilities

• Provide distinctive client experience and handle complex/standard transactions.
• Educate clients on digital banking and self-service solutions.
• Support sales through outbound calls and client needs identification.
• Understand Integrated Relationship Management to deliver Truist solutions.
• Participate in leadership routines and training sessions.
• Maintain compliance with internal controls and policies.
• Serve as secondary contact for new accounts and issue resolution.

Skills

Customer service

Communication

PC proficiency

Time management

Teamwork

Multi-tasking

Microsoft Office

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Truist Financial Corporation is seeking a Universal Banker in Maryland to deliver timely and accurate client transactions and provide excellent service. The role focuses on assisting with outbound calls, IRM activities, and educating clients on digital banking, while maintaining records and compliance.

The position requires a high school diploma, 2 years of teller or client service experience, and willingness to travel for staffing needs.