Client Experience Banker | Digital Banking & Sales

Truist Wealth; Wilson (NC); On-site; USD 29,000 - 38,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) plan

Paid time off

Job summary

Truist Wealth in Wilson, NC is seeking a Regular full-time teammate to provide timely and accurate client transactions and maintain thorough records while delivering superior service.

The role emphasizes assisting clients, educating them on digital channels, and supporting sales by identifying needs and offering appropriate Truist solutions. This position requires flexibility, strong communication, and adherence to policies.

Qualifications

• High school diploma or equivalent required.
• 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 master PC keyboard and software for branch automation.
• Ability to multi-task under time constraints.
• Proficiency in basic computer applications such as Microsoft Office.
• Ability to travel to accommodate temporary staffing needs and occasional locale changes.

Responsibilities

• Provide a distinctive client experience and handle complex and standardized transactions with accuracy.
• Educate clients on digital, self-service solutions (ATMs, Online and Mobile banking).
• Support team sales by outreach, identifying client needs, and referring to branch team members.
• Understand Integrated Relationship Management (IRM) to deliver Truist expertise and solutions.
• Participate in Truist Retail Community Bank Leadership routines.
• Advance product knowledge through training and meetings.
• Adhere to internal controls, procedures and risk management policies.
• Serve as secondary contact for new account openings and problem resolution.

Skills

Customer service

Interpersonal skills

Multitasking

PC skills

Travel flexibility

Weekend hours

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Truist Wealth in Wilson, NC is seeking a Regular full-time teammate to provide timely and accurate client transactions and maintain thorough records while delivering superior service.

The role emphasizes assisting clients, educating them on digital channels, and supporting sales by identifying needs and offering appropriate Truist solutions. This position requires flexibility, strong communication, and adherence to policies.