Client Banking Specialist - Service, Outreach & IRM

Truist

Jesup (GA)

On-site

USD 32,000 - 42,000

Full time

5 hours ago
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Benefits offered by this job

Medical insurance
Dental insurance
Vision insurance
Life insurance
Disability insurance
401k plan
Vacation days
Sick days
Paid holidays

Job summary

Truist in the United States is seeking a Regular, on-site Banking Associate to deliver timely client transactions and explain digital self-service options. You will support outbound outreach and IRM activities while maintaining accurate records and high service quality.

The role emphasizes cross-training for sales and service, compliance with procedures, and availability for flexible hours including weekends to meet branch needs.

Qualifications

  • High school diploma or equivalent education.
  • Two years teller or cash handling or client service experience.
  • Six months of 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.
  • Proficiency in Microsoft Office applications.
  • Willingness to travel for temporary staffing needs and locale changes.
  • Weekend and extended hours may be required.

Responsibilities

  • Provide a distinctive client experience by handling transactions and identifying needs.
  • Educate clients on digital self-service (ATMs, Online/Mobile banking).
  • Support sales through outbound calls and referrals to branch teammates.
  • Understand Integrated Relationship Management (IRM) to deliver Truist solutions.
  • Participate in Retail Community Bank Leadership routines.
  • Attend training and meetings to grow product knowledge.
  • Adhere to internal controls, procedures, and risk management policies.
  • Serve as secondary contact for new accounts and problem resolution.

Skills

Teller experience
Customer service
Interpersonal skills
PC keyboard skills
Multi-tasking
Sales experience
Outbound calling

Education

High school diploma

Tools

Microsoft Office

Job description

Truist in the United States is seeking a Regular, on-site Banking Associate to deliver timely client transactions and explain digital self-service options. You will support outbound outreach and IRM activities while maintaining accurate records and high service quality.

The role emphasizes cross-training for sales and service, compliance with procedures, and availability for flexible hours including weekends to meet branch needs.

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