Client-Centric Banking Specialist

Truist; Kissimmee (FL); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

401k plan

Vacation time

Paid holidays

Job summary

Truist is seeking a Regular full-time position in Kissimmee, FL to provide timely client transactions and accurate records while delivering superior service. You’ll engage clients, educate on digital banking, and support outbound calls as part of IRM activities and branch goals.

The role emphasizes customer relationship building, cross-training for sales support, and adherence to internal controls and procedures. Weekend/extended hours and travel may be required.

Qualifications

• High school diploma or equivalent education.
• Two years 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.
• 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 to ensure a consistent service level by engaging clients with smiling and courteous conversation.
• Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking.
• Support team sales process by participating in client outreach through outbound calls and identifying client needs.
• Understand the importance of Integrated Relationship Management (IRM) to deliver Truist expertise and solutions.
• Participate fully in all components of the Truist Retail Community Bank Leadership Routines.
• Advance product knowledge by attending sales, service and product knowledge meetings and training.
• Adhere to internal controls, procedures and risk management policies and stay informed of policy changes.
• Serve as secondary contact for new account openings and problem resolution; manage workload per branch demands.

Skills

Customer service

Communication

Multitasking

PC skills

Sales experience

Education

High school diploma

Tools

Microsoft Office

Branch automation

Job description

Truist is seeking a Regular full-time position in Kissimmee, FL to provide timely client transactions and accurate records while delivering superior service. You’ll engage clients, educate on digital banking, and support outbound calls as part of IRM activities and branch goals.

The role emphasizes customer relationship building, cross-training for sales support, and adherence to internal controls and procedures. Weekend/extended hours and travel may be required.