Client Banking Specialist – Service & Growth

Truist; Knoxville (TN); 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 time off

Holidays

Job summary

Truist in Knoxville is seeking a customer-focused professional to provide timely, accurate client transactions and maintain records while identifying financial needs. You will assist with outbound calling and Integrated Relationship Management (IRM) activities to deliver Truist expertise and solutions.

Expect a regular, first-shift schedule with potential weekend and extended hours. A high school diploma and teller or client service experience are required, along with strong communication and PC

Qualifications

• High school diploma or equivalent.
• Two years teller or cash handling or client service experience.
• Six months 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.
• Proficiency in basic computer applications, such as Microsoft Office.
• Ability to travel to accommodate temporary staffing needs as required.
• Ability to work weekends and/or extended hours with occasional travel and overnights.

Responsibilities

• Provide a distinctive client experience to ensure a consistent service level by engaging clients with smiling, facilitating courteous conversation, conducting both complex and standardized transactions while uncovering needs.
• Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience.
• Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
• Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly deliver Truist expertise and solutions for our clients’ unique needs.
• Participate fully in all components of the established Truist Retail Community Bank Leadership Routines.
• Commit to advancing individual and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings and all applicable training classes and web-based learning.
• Adhere to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines.
• Serve as secondary contact for new account openings and problem resolution, offering applicable products and services to clients and prospects. Handles proportionate volume of work based on branch demands.

Skills

Customer service

Communication skills

Interpersonal skills

Multi-tasking

PC proficiency

Sales experience

Education

High school diploma

Tools

Microsoft Office

Job description

Truist in Knoxville is seeking a customer-focused professional to provide timely, accurate client transactions and maintain records while identifying financial needs. You will assist with outbound calling and Integrated Relationship Management (IRM) activities to deliver Truist expertise and solutions.

Expect a regular, first-shift schedule with potential weekend and extended hours. A high school diploma and teller or client service experience are required, along with strong communication and PC