Client Banking Specialist & Relationship Pro

Sigma Gamma Rho Sorority, Inc; Charlotte (NC); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401(k) plan

Paid holidays

Vacation time

Job summary

Truist Financial Corporation is seeking a Regular full-time Banking Associate for the 1st shift in the United States. You will process client transactions, maintain accurate records, and educate clients on digital banking to improve their service experience.

You will participate in outbound calling, support Integrated Relationship Management (IRM), and collaborate with branch teams to meet client needs while upholding internal controls and training requirements.

Qualifications

• High school diploma or equivalent.
• 2 years teller/cash handling or client service experience.
• 6 months client relationship building or sales experience.
• Excellent interpersonal and communication skills.
• Ability to use PC and branch automation software.
• Ability to multi-task under time constraints.
• Proficiency in basic computer applications such as Microsoft Office.
• Willingness to travel for temporary staffing or locale changes.
• Ability to work weekends and/or extended hours with occasional travel.

Responsibilities

• Provide a distinctive client experience through courteous conversations and transactions, seeking client needs.
• Educate clients on digital self-service options (ATMs, Online/Mobile banking).
• Support sales by outbound outreach and identifying client opportunities.
• Understand Integrated Relationship Management (IRM) to deliver Truist expertise.
• Participate in Retail Community Bank Leadership routines.
• Attend training to advance product knowledge for consumer and business clients.
• Adhere to internal controls and risk management policies.
• Serve as secondary contact for new account openings and issue resolution.

Skills

Interpersonal skills

Communication skills

Multi-tasking

Time management

Travel ability

Weekend/extended hours availability

PC/office software proficiency

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Truist Financial Corporation is seeking a Regular full-time Banking Associate for the 1st shift in the United States. You will process client transactions, maintain accurate records, and educate clients on digital banking to improve their service experience.

You will participate in outbound calling, support Integrated Relationship Management (IRM), and collaborate with branch teams to meet client needs while upholding internal controls and training requirements.