Client-Driven Universal Banker: Relationship & Digital Banking

Hbcu Connect, Llc; Lawrenceville (GA); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Healthcare benefits

401(k) retirement plan

Paid time off

Job summary

Truist Financial Corporation in the United States is seeking a Regular status bank associate to assist clients with teller transactions, cross-sell opportunities, and digital banking education. The role emphasizes accurate record-keeping, outbound outreach, and adherence to controls through IRM integration and sales training.

Weekend/extended hours may be required. The position supports customer service excellence, onboarding new accounts, and resolving issues while collaborating with branch

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

Responsibilities

• 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.
• 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.

Skills

Interpersonal skills

Communication skills

Multitasking

Customer service

Sales experience

PC skills

Education

High school diploma or equivalent

Two years teller or cash handling experience

Tools

Microsoft Office

Branch automation software

Job description

Truist Financial Corporation in the United States is seeking a Regular status bank associate to assist clients with teller transactions, cross-sell opportunities, and digital banking education. The role emphasizes accurate record-keeping, outbound outreach, and adherence to controls through IRM integration and sales training.

Weekend/extended hours may be required. The position supports customer service excellence, onboarding new accounts, and resolving issues while collaborating with branch