Client Banking Specialist: Service, Outreach & Growth

Truist; Morganton (NC); On-site; USD 32,000 - 52,000; Full time

Benefits offered by this job

Medical benefits

401k plan

Paid time off

Bonus eligibility

Job summary

Truist in Morganton, NC is seeking a Regular branch teammate to deliver a distinctive client experience and accurate transaction handling. You will guide clients through digital banking options and assist with outbound outreach to identify opportunities to meet financial needs.

The role requires a high school diploma and 2 years of teller or client service experience, with strong communication skills and the ability to multi-task in a fast-paced environment.

Qualifications

• Excellent interpersonal and communication skills, including a desire to interact with clients and prospects.
• Ability to multi-task under time constraints
• Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.

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

Interpersonal communication

Customer service

Sales experience

Multi-tasking

PC skills

Education

High school diploma

Tools

Microsoft Office

Job description

Truist in Morganton, NC is seeking a Regular branch teammate to deliver a distinctive client experience and accurate transaction handling. You will guide clients through digital banking options and assist with outbound outreach to identify opportunities to meet financial needs.

The role requires a high school diploma and 2 years of teller or client service experience, with strong communication skills and the ability to multi-task in a fast-paced environment.