Client Banking Specialist: Service, Sales & Digital Tools

Truist Wealth; Florence (KY); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401k plan

Paid time off

Holiday pay

Employee discounts

Job summary

Truist Wealth in Kentucky is seeking a Customer Service Representative/Teller to deliver timely, accurate client transactions and maintain records. You will guide clients, upsell appropriate services, and support branch sales while ensuring compliance with policies.

The role emphasizes excellent communication, multi-tasking, and proficiency with basic computer applications. Weekend and extended hours may be required, with potential travel for staffing needs.

Qualifications

• High school diploma or equivalent education.
• Two years teller, cash handling, or client service experience.
• Six months of client relationship building or sales experience.
• Excellent interpersonal and communication skills.
• Ability to use a computer and basic software (MS Office).
• Ability to multitask under time constraints.
• Willingness to travel as needed, including temporary assignments.
• Available to work weekends and extended hours.

Responsibilities

• Provide a distinctive client experience and handle a range of transactions.
• Educate clients on digital self-service solutions.
• Support sales process with outbound client outreach.
• Understand Integrated Relationship Management to deliver Truist expertise.
• Participate in leadership routines.
• Advance knowledge through training and meetings.
• Adhere to internal controls and risk management.
• Serve as secondary contact for new accounts and resolve issues.

Skills

Interpersonal skills

Communication skills

Sales experience

Customer service

Multi-tasking

MS Office proficiency

PC literacy

Travel flexibility

Education

High school diploma or equivalent

Job description

Truist Wealth in Kentucky is seeking a Customer Service Representative/Teller to deliver timely, accurate client transactions and maintain records. You will guide clients, upsell appropriate services, and support branch sales while ensuring compliance with policies.

The role emphasizes excellent communication, multi-tasking, and proficiency with basic computer applications. Weekend and extended hours may be required, with potential travel for staffing needs.