Client-Centric Banker & Relationship Advisor

Truist; Tennessee; On-site; USD 38,000 - 46,000; Full time

Job summary

Truist is seeking a banking associate in Tennessee to provide timely client transactions and maintain accurate records. The role emphasizes delivering superior service, educating clients on digital banking, and supporting outbound outreach to identify client needs.

Key duties include handling transactions, upselling appropriate services, and applying Integrated Relationship Management to tailor solutions. Regular training and adherence to policies are required, with potential weekend/evening

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 personal computer (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, conducting transactions, and uncovering needs.
• Educate clients on digital and self-service solutions (ATMs, Online/Mobile banking).
• Support team sales through outbound calls and identifying client needs.
• Understand Integrated Relationship Management (IRM) to deliver Truist expertise.
• Participate in Retail Community Bank Leadership Routines and training sessions.
• Adhere to internal controls, procedures and risk management policies; stay updated on changes.
• Serve as secondary contact for new account openings and problem resolution, handling branch workload.

Skills

Interpersonal skills

Customer service

Communication

Multi-tasking

Adaptability

Education

High school diploma or equivalent

Tools

Microsoft Office

Branch automation software

PC keyboard proficiency

Job description

Truist is seeking a banking associate in Tennessee to provide timely client transactions and maintain accurate records. The role emphasizes delivering superior service, educating clients on digital banking, and supporting outbound outreach to identify client needs.

Key duties include handling transactions, upselling appropriate services, and applying Integrated Relationship Management to tailor solutions. Regular training and adherence to policies are required, with potential weekend/evening