Client-Centric Banking & Relationship Specialist

Hbcu Connect, Llc; Pasadena (MD); On-site; USD 46,000 - 53,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401k plan

Paid holidays

Vacation and sick leave

Job summary

Truist is hiring a Universal Banker to provide timely, accurate handling of client transactions and to deliver superior service. You will educate clients on digital banking options and support the sales process through outbound outreach, referrals, and understanding IRM solutions.

The role requires a high school diploma, 2 years of teller/customer service experience, and flexibility to work 1st shift with potential weekend hours.

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.
• Ability to master PC keyboard and software for branch automation.
• Ability to multi-task under time constraints.
• Proficiency in basic computer applications (Microsoft Office).
• Ability to travel for temporary staffing needs.
• Ability to work weekends and/or extended hours; some travel/overnights may be required.

Responsibilities

• Provide a distinctive client experience and handle complex transactions with assistance as needed.
• Educate clients on digital self-service options (ATMs, Online/Mobile banking).
• Support sales through outbound client outreach and referrals to branch teams or specialists.
• Understand Integrated Relationship Management (IRM) to deliver Truist expertise and solutions.
• Participate in Retail Community Bank Leadership routines and training.
• Advance product knowledge through meetings and learning.
• Adhere to internal controls and risk management policies.
• Serve as secondary contact for new accounts and problem resolution.

Skills

Interpersonal skills

Customer service

PC keyboard skills

Multi-tasking

Microsoft Office

Communication skills

Weekend availability

Education

High school diploma

Tools

Microsoft Office

Job description

Truist is hiring a Universal Banker to provide timely, accurate handling of client transactions and to deliver superior service. You will educate clients on digital banking options and support the sales process through outbound outreach, referrals, and understanding IRM solutions.

The role requires a high school diploma, 2 years of teller/customer service experience, and flexibility to work 1st shift with potential weekend hours.