Client Banking Specialist: Transactions & IRM Support

Truist; Jonesboro (GA); On-site; USD 32,000 - 42,000; Full time

Job summary

Truist in Jonesboro, GA is seeking a customer service–oriented Teller/Client Associate to deliver timely, accurate transactions and superior service. You will educate clients on digital banking, assist with outbound calls, and help identify financial needs to connect them with the right Truist solutions.

This role requires adherence to internal controls, risk management policies, and flexible scheduling including weekends.

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.
• Proficiency in basic computer applications, such as Microsoft Office.
• 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 to ensure a consistent service level by engaging clients with smiling, facilitating courteous conversation, conducting both complex and standardized transactions while uncovering needs. Performs more complex transactions with assistance as necessary.
• Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience.
• Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
• Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly deliver Truist expertise and solutions for our clients’ unique needs.
• Participate fully in all components of the established Truist Retail Community Bank Leadership Routines.
• Commit to advancing individual and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings and all applicable training classes and web-based learning.
• Adhere to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines.
• Serve as secondary contact for new account openings and problem resolution, offering applicable products and services to clients and prospects. Handles proportionate volume of work based on branch demands.

Skills

Client service

Interpersonal skills

Microsoft Office

PC keyboard skills

Multi-tasking

Education

High school diploma or equivalent

Job description

Truist in Jonesboro, GA is seeking a customer service–oriented Teller/Client Associate to deliver timely, accurate transactions and superior service. You will educate clients on digital banking, assist with outbound calls, and help identify financial needs to connect them with the right Truist solutions.

This role requires adherence to internal controls, risk management policies, and flexible scheduling including weekends.