Client-Centric Universal Banker: IRM & Digital Services

Sigma Gamma Rho Sorority, Inc; Reading (Berks County); In loco; USD 32.000 - 42.000; Tempo pieno

Vantaggi offerti da questo lavoro

Medical insurance

Dental insurance

Vision insurance

401(k) plan

Paid vacation and holidays

Descrizione del lavoro

Truist Financial Corporation is seeking a Customer Service/Teller to deliver timely, accurate client transactions and maintain detailed records while identifying financial needs. The role supports outbound calling and Integrated Relationship Management (IRM) activities in a retail banking setting.

You will engage clients, promote digital self-service tools, and participate in branch sales processes, working to provide an exceptional client experience across all touchpoints.

Competenze

• High school diploma or equivalent required.
• Two years teller, 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.

Mansioni

• Provide a distinctive client experience to ensure a consistent service level by engaging clients with smiling, facilitating courteous conversation, conducting both complex and standardized transactions while uncovering needs. Performs more complex transactions with assistance as necessary.
• Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience.
• Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
• Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly deliver Truist expertise and solutions for our clients unique needs.
• Participate fully in all components of the established Truist Retail Community Bank Leadership Routines.
• Commit to advancing individual and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings and all applicable training classes and web-based learning.
• Adhere to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines.
• Serve as secondary contact for new account openings and problem resolution, offering applicable products and services to clients and prospects. Handles proportionate volume of work based on branch demands.

Conoscenze

Interpersonal skills

Customer service

Sales ability

Microsoft Office

Multi-tasking

Communication skills

PC proficiency

Formazione

High school diploma or equivalent

Strumenti

Microsoft Office

Descrizione del lavoro

Truist Financial Corporation is seeking a Customer Service/Teller to deliver timely, accurate client transactions and maintain detailed records while identifying financial needs. The role supports outbound calling and Integrated Relationship Management (IRM) activities in a retail banking setting.

You will engage clients, promote digital self-service tools, and participate in branch sales processes, working to provide an exceptional client experience across all touchpoints.