Client Banking Specialist: Service, Sales & Digital Tools

Truist Wealth

East Earl Township (PA)

On-site

USD 32,000 - 52,000

Full time

12 days ago
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Benefits offered by this job

Medical insurance
Dental insurance
Vision insurance
401k plan
Paid holidays
Vacation days

Job summary

Truist Wealth in East Earl Township, PA is seeking a Regular Teller/Client Service Associate to process client transactions with accuracy and maintain detailed records. You will deliver a superior client experience, educate clients on digital banking options, and uncover financial needs to help them achieve their goals.

The role requires a high school diploma, 2 years of teller or client service experience, strong communication, and flexibility for weekend hours and travel if needed.

Qualifications

  • High school diploma or equivalent required.
  • 2 years teller or cash handling or client service experience.
  • 6 months of client relationship building or sales experience.
  • Excellent interpersonal and communication skills.
  • Ability to use PC keyboard and software for branch automation.
  • Ability to multitask under time constraints.
  • Willingness to travel or relocate for temporary staffing needs.
  • Weekend and/or extended hours availability, with possible travel/overnights.

Responsibilities

  • Provide a distinctive client experience and handle complex and standard transactions.
  • Educate clients on digital self-service options (ATMs, Online/Mobile banking).
  • Assist in client outreach and identify needs or opportunities for branch team members.
  • Apply Integrated Relationship Management (IRM) to deliver Truist expertise.
  • Participate in Retail Community Bank Leadership routines and trainings.
  • Maintain compliance with internal controls and policies.
  • Serve as secondary contact for new accounts and issue resolution.

Skills

Client service
Cash handling
Relationship building
Communication
MS Office
Multitasking
Branch automation
Travel readiness

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Truist Wealth in East Earl Township, PA is seeking a Regular Teller/Client Service Associate to process client transactions with accuracy and maintain detailed records. You will deliver a superior client experience, educate clients on digital banking options, and uncover financial needs to help them achieve their goals.

The role requires a high school diploma, 2 years of teller or client service experience, strong communication, and flexibility for weekend hours and travel if needed.

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