Client Banking Specialist - Service, Sales & Digital Tools

Truist Wealth; Town of Texas (WI); On-site; USD 32,000 - 42,000; Full time

Job summary

Truist Wealth in the United States seeks a Regular teller/client service associate to provide timely client transactions, maintain accurate records, and understand clients’ financial needs. You will educate clients on digital banking and support the sales process by identifying opportunities and referring clients when appropriate.

The role emphasizes adherence to controls and participation in leadership routines, with ongoing training to grow product knowledge and service excellence.

Qualifications

• High school diploma or equivalent required.
• Two years teller, cash handling, or client service experience.
• Six months client relationship building or sales experience.
• Excellent interpersonal and communication skills for client interaction.
• Able to use PC keyboards and branch software confidently.
• Ability to multitask under tight deadlines.
• Proficiency in Microsoft Office applications.
• Willingness to travel for temporary staffing needs and locale changes.
• Weekend and extended hours availability as needed.

Responsibilities

• Provide a distinctive client experience to ensure consistent service by engaging clients and handling transactions.
• Educate clients on digital and self-service banking options (ATMs, Online, Mobile).
• Support sales via client outreach and referrals to branch team members or specialists.
• Understand Integrated Relationship Management (IRM) to deliver Truist expertise.
• Participate in all components of the Retail Community Bank Leadership routines.
• Pursue ongoing product knowledge through trainings and learning opportunities.
• Adhere to internal controls, procedures, and risk management policies.
• Serve as secondary contact for new account openings and issue resolution; manage approved workload.

Skills

Customer service

Interpersonal skills

Communication

Multitasking

PC literacy

Time management

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Truist Wealth in the United States seeks a Regular teller/client service associate to provide timely client transactions, maintain accurate records, and understand clients’ financial needs. You will educate clients on digital banking and support the sales process by identifying opportunities and referring clients when appropriate.

The role emphasizes adherence to controls and participation in leadership routines, with ongoing training to grow product knowledge and service excellence.