Client Banking Specialist: Transactions, Outreach & IRM

Truist Financial Corporation; Kennett Square (Chester County); On-site; USD 32,000 - 46,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401k plan

Paid vacation and holidays

Job summary

Truist in the United States is seeking a personable Teller/Client Service Associate to provide timely, accurate transactions and build trusted relationships. You will guide clients through digital banking options, assist with outbound outreach, and support Integrated Relationship Management to tailor solutions.

The role requires a high school diploma, 2 years cash handling or client service experience, 6 months sales or relationship building, and flexibility for weekend or extended hours.

Qualifications

• High school diploma or equivalent.
• Two years teller or cash handling or client service experience.
• Six months of client relationship building or sales experience.
• Excellent interpersonal and communication skills.
• Ability to multitask and use PC/software for branch automation.
• Travel required and weekend/extended hours may be required.

Responsibilities

• Provide a distinctive client experience with accurate handling of transactions.
• Educate clients on digital banking options.
• Support sales through outbound outreach and cross-selling.
• Understand Integrated Relationship Management (IRM) and apply it to client needs.
• Participate in leadership routines and training.
• Maintain internal controls and compliance with policies.
• Serve as secondary contact for new accounts and issue resolution.

Skills

Interpersonal skills

Communication skills

Sales experience

Multi-tasking

PC skills

Education

High school diploma

Tools

Microsoft Office

Job description

Truist in the United States is seeking a personable Teller/Client Service Associate to provide timely, accurate transactions and build trusted relationships. You will guide clients through digital banking options, assist with outbound outreach, and support Integrated Relationship Management to tailor solutions.

The role requires a high school diploma, 2 years cash handling or client service experience, 6 months sales or relationship building, and flexibility for weekend or extended hours.