Client Banking Specialist: Transactions & Relationships

Truist Wealth

Fayetteville (NC)

On-site

USD 32,000 - 42,000

Full time

4 days ago
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Benefits offered by this job

Medical insurance
Dental insurance
Vision insurance
Life insurance
Disability insurance
401k plan
Vacation days
Sick days
Paid holidays

Job summary

Truist Financial Corporation in Fayetteville seeks a Regular Teller/Customer Service Associate to provide timely client transactions, maintain accurate records, and deliver superior service while understanding the client's financial needs.

Responsibilities include guiding customers to digital tools, supporting sales outreach, and adhering to controls and policies. Some travel and weekend hours may be required, with opportunities to grow within a major financial services firm.

Qualifications

  • High school diploma or equivalent required.
  • Two years teller or cash handling or client service experience required.
  • Six months of client relationship building or sales experience preferred.
  • Excellent interpersonal and communication skills required.
  • Ability to master PC keyboard and branch automation software.

Responsibilities

  • Provide a distinctive client experience and handle both complex and standard transactions.
  • Educate clients on digital self-service options (ATMs, Online/Mobile) to improve service.
  • Support sales by outbound calls and identifying client needs or opportunities.
  • Understand Integrated Relationship Management (IRM) for Truist client solutions.
  • Participate in Leadership routines and training to advance product knowledge.
  • Adhere to internal controls, policies, and risk management guidelines.
  • Serve as a secondary contact for new accounts and problem resolution.

Skills

Customer service
Communication
PC skills
Multi-tasking
MS Office

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Truist Financial Corporation in Fayetteville seeks a Regular Teller/Customer Service Associate to provide timely client transactions, maintain accurate records, and deliver superior service while understanding the client's financial needs.

Responsibilities include guiding customers to digital tools, supporting sales outreach, and adhering to controls and policies. Some travel and weekend hours may be required, with opportunities to grow within a major financial services firm.

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