Client Banking Specialist - Service, Sales & IRM

Truist Financial Corporation; Lancaster (Lancaster County); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401(k) plan

Paid vacation

Paid holidays

Job summary

Truist is hiring for a Regular, full-time teller/customer service role in the Lancaster area. The candidate will deliver timely and accurate client transactions, educate clients about digital banking, and support outbound client outreach to identify opportunities.

Emphasis on IRM collaboration, compliance with policies, and strong service orientation. The position requires weekend/extended hours availability, travel as needed for staffing, and the ability to adapt to branch needs while

Qualifications

• High school diploma or equivalent education.
• 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, including a desire to interact with clients and prospects.
• Ability to master PC keyboard and software skills necessary for branch automation.
• Ability to multi-task under time constraints.
• Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
• Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes.
• Ability to work weekends and/or extended hours with occasional travel and overnights may be included.

Responsibilities

• Provide a distinctive client experience by engaging clients with courteous conversation and processing complex and standard transactions.
• Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking.
• Support team sales by outbound calls, checking offers, and identifying client needs or opportunities.
• Understand Integrated Relationship Management (IRM) to deliver Truist expertise and solutions.
• Participate in Retail Community Bank Leadership Routines and training sessions.

Skills

Interpersonal skills

Communication

Multi-tasking

PC/Office skills

Customer service

Outbound calling

Education

High school diploma or equivalent

2 years teller/cash handling/client service experience

6 months client relationship/sales experience

Tools

Microsoft Office

Job description

Truist is hiring for a Regular, full-time teller/customer service role in the Lancaster area. The candidate will deliver timely and accurate client transactions, educate clients about digital banking, and support outbound client outreach to identify opportunities.

Emphasis on IRM collaboration, compliance with policies, and strong service orientation. The position requires weekend/extended hours availability, travel as needed for staffing, and the ability to adapt to branch needs while