Client Banking Specialist: Service, Sales & IRM

Truist Financial Corporation; Virginia; On-site; USD 46,000 - 52,000; Full time

Benefits offered by this job

Medical, dental, vision coverage

401(k) plan

Paid vacation and holidays

Disability and life insurance

Job summary

Truist Financial Corporation is seeking a Universal Banker in Virginia to deliver a distinctive client experience and assist clients with a range of transactions and banking needs.

The role emphasizes educating clients on digital banking, supporting sales activities, and participating in IRM to tailor Truist solutions. Strong communication, multitasking, and flexibility for travel or weekend hours are required.

Qualifications

• High school diploma or equivalent education.
• Two years 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 personal computer (PC) keyboard and software skills for branch automation.
• Ability to multi-task under time constraints.
• Proficiency in basic computer applications, such as Microsoft Office.
• Ability to travel to accommodate temporary staffing needs.
• Ability to work weekends and/or extended hours with occasional travel.

Responsibilities

• Provide a distinctive client experience with courteous transactions and uncover needs.
• Educate clients on digital self-service solutions (ATMs, Online and Mobile banking).
• Support sales via outbound calls and referrals to branch teams.
• Understand Integrated Relationship Management (IRM) to deliver Truist solutions.
• Participate in Retail Community Bank Leadership routines.
• Advance knowledge through training and product knowledge meetings.
• Adhere to internal controls and risk management policies and stay updated on guidelines.
• Serve as secondary contact for new accounts and issue resolution; handle branch workload.

Skills

Customer service

Sales experience

Interpersonal skills

Multi-tasking

PC skills

Microsoft Office

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Truist Financial Corporation is seeking a Universal Banker in Virginia to deliver a distinctive client experience and assist clients with a range of transactions and banking needs.

The role emphasizes educating clients on digital banking, supporting sales activities, and participating in IRM to tailor Truist solutions. Strong communication, multitasking, and flexibility for travel or weekend hours are required.