Client Banking Specialist: Service, Outreach & IRM

Truist Financial Corporation; Monroe (NC); On-site; USD 38,000 - 52,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401k plan

Paid vacation

Paid sick days

Paid holidays

Job summary

Truist Financial Corporation in the United States seeks a customer-oriented banking professional to provide high-quality client service and accurate processing of transactions. The role includes promoting digital banking tools, participating in outbound client outreach, and supporting Integrated Relationship Management (IRM) initiatives.

The position requires a high school diploma, cash handling experience, and strong communication skills.

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
• Ability to master PC keyboard and software for branch automation
• Ability to multi-task under time constraints
• Proficiency in Microsoft Office
• Willingness to travel to accommodate temporary staffing needs and possible weekend/extended hours

Responsibilities

• Provide a distinctive client experience through courteous conversations and accurate handling of complex and standard transactions.
• Educate clients on digital and self-service solutions (ATMs, Online and Mobile banking) to simplify banking.
• Support sales by outbound client outreach and identifying needs or opportunities for referrals.
• Understand Integrated Relationship Management (IRM) to deliver Truist expertise and solutions.
• Participate in the Retail Community Bank Leadership routines and training sessions.
• Adhere to internal controls, procedures, and risk management policies and stay updated on changes.
• Serve as a secondary contact for new accounts and issue resolution, handling branch workload as needed.

Skills

Customer service

Interpersonal communication

Digital literacy

Multi-tasking

Microsoft Office

Education

High school diploma or equivalent

Job description

Truist Financial Corporation in the United States seeks a customer-oriented banking professional to provide high-quality client service and accurate processing of transactions. The role includes promoting digital banking tools, participating in outbound client outreach, and supporting Integrated Relationship Management (IRM) initiatives.

The position requires a high school diploma, cash handling experience, and strong communication skills.