Client Banking Specialist: Service & Outreach Focus

Habitat For Humanity Of Durham

Sanford (NC)

On-site

USD 36,000 - 48,000

Full time

8 days ago

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Job summary

Truist Financial Corporation is hiring for a Regular full-time Teller/Client Service Associate at a branch in Sanford, NC. You will handle client transactions, provide excellent service, and identify financial needs.

You will also educate clients on digital banking, participate in outbound outreach, and support the Integrated Relationship Management (IRM) initiatives while maintaining internal controls. The role requires a high school diploma, 2 years of teller or service experience, strong

Qualifications

  • High school diploma or equivalent education.
  • 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 for branch automation.
  • Ability to multi-task under time constraints.
  • Proficient in basic computer applications (Microsoft Office).
  • Willingness to travel for temporary staffing needs.
  • Ability to work weekends and extended hours; occasional travel/overnights.

Responsibilities

  • Provide a distinctive client experience with courteous service during transactions.
  • Educate clients on digital self-service options (ATMs, Online, Mobile banking).
  • Support sales by outbound outreach and cross-selling opportunities.
  • Understand Integrated Relationship Management (IRM) to serve client needs.
  • Participate in Truist Retail Community Bank Leadership routines.
  • Pursue product knowledge through trainings and meetings.
  • Adhere to internal controls and risk management policies.
  • Serve as secondary contact for new accounts and problem resolution.

Skills

Two years teller experience
Client service experience
Sales experience
Interpersonal communication
PC/software skills
Time management
Team collaboration
Travel to staffing needs
Weekend/hours flexibility

Education

High school diploma or equivalent education

Tools

Microsoft Office

Job description

Truist Financial Corporation is hiring for a Regular full-time Teller/Client Service Associate at a branch in Sanford, NC. You will handle client transactions, provide excellent service, and identify financial needs.

You will also educate clients on digital banking, participate in outbound outreach, and support the Integrated Relationship Management (IRM) initiatives while maintaining internal controls. The role requires a high school diploma, 2 years of teller or service experience, strong

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