Client-Centric Universal Banker: Service & Sales

Truist; Atlanta (GA); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401k plan

Paid vacation

Sick days

Holiday pay

Job summary

Truist in Atlanta is seeking a Regular Banking Associate to provide timely client service, process transactions accurately, and support relationship management initiatives. You will educate clients on digital banking, engage in outbound outreach, and collaborate with branch teams to meet financial needs while adhering to controls and training requirements.

The role emphasizes cross-training for sales support, participation in IRM activities, and flexible hours including weekends as needed to

Qualifications

• 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 multi-task under time constraints.
• Demonstrated proficiency in basic computer applications, such as Microsoft Office.
• Ability to travel to accommodate temporary staffing needs as required.
• Ability to work weekends and/or extended hours with occasional travel.

Responsibilities

• Provide a distinctive client experience by handling transactions and identifying client needs.
• Educate clients on digital banking and self-service tools.
• Support sales through outbound calls and referrals to branch team.
• Understand Integrated Relationship Management (IRM) and Truist solutions.
• Participate in Retail Community Bank Leadership routines.
• Attend training to advance product knowledge.
• Adhere to internal controls and risk management policies.
• Serve as secondary contact for new accounts and issue resolution.

Skills

Client service

Interpersonal skills

Outbound calling

Communication skills

PC skills

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Truist in Atlanta is seeking a Regular Banking Associate to provide timely client service, process transactions accurately, and support relationship management initiatives. You will educate clients on digital banking, engage in outbound outreach, and collaborate with branch teams to meet financial needs while adhering to controls and training requirements.

The role emphasizes cross-training for sales support, participation in IRM activities, and flexible hours including weekends as needed to