Client Banking Specialist – Service & Growth

Truist Wealth; Melbourne (FL); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Medical, Dental, Vision insurance

401(k) plan

Paid time off: vacation, sick days,/hb

Job summary

Truist Wealth seeks a customer-focused associate to process client transactions accurately and deliver superior service. You will educate clients on digital banking, assist with outbound outreach, and refer opportunities to branch specialists as needed.

The role requires a high school diploma, 2 years teller or client service experience, strong communication skills, and proficiency with Microsoft Office. Weekend/extended hours may be required.

Qualifications

• High school diploma or equivalent.
• Two years of teller or cash handling or client service experience.
• Six months of client relationship building or sales experience.
• Excellent interpersonal and communication skills, including a desire to interact with clients and prospects.
• Ability to master PC keyboard and software 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 and occasional weekend/extended hours.

Responsibilities

• Provide a distinctive client experience by engaging clients and performing transactions.
• Educate clients on digital self-service solutions (ATMs, Online/Mobile banking).
• Support sales by outreach and identifying client needs or opportunities.
• Understand Integrated Relationship Management (IRM) for Truist solutions.
• Participate in Retail Community Bank Leadership routines.
• Attend training to advance product knowledge for serving clients.
• Adhere to internal controls and risk management policies.
• Serve as secondary contact for new account openings and problem resolution.

Skills

Interpersonal skills

Customer service

Multitasking

Computer skills

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Truist Wealth seeks a customer-focused associate to process client transactions accurately and deliver superior service. You will educate clients on digital banking, assist with outbound outreach, and refer opportunities to branch specialists as needed.

The role requires a high school diploma, 2 years teller or client service experience, strong communication skills, and proficiency with Microsoft Office. Weekend/extended hours may be required.