Client Experience Banker: Digital & Relationship Growth

Truist Wealth; Greensboro (NC); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401(k) plan

Vacation and sick days

Paid holidays

Job summary

Truist Wealth in Greensboro, NC, is seeking an attentive banking professional to handle client transactions and provide top-tier service. You will educate clients on online and mobile banking, while supporting a proactive sales process and identifying client needs.

The role emphasizes adherence to policies, ongoing product knowledge, and seamless team collaboration to deliver Truist expertise for customers and prospects.

Qualifications

• High school diploma or equivalent.
• 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 master PC keyboard and software for branch automation.
• Ability to multi-task under time constraints.
• Proficiency in basic computer applications (Microsoft Office).
• Willingness to travel for temporary staffing needs and to work weekends/extended hours.

Responsibilities

• Provide a distinctive client experience by engaging clients and performing transactions.
• Educate clients on digital banking and self-service tools.
• Support team sales by outreach and identifying client needs or opportunities.
• Understand Integrated Relationship Management (IRM) to deliver Truist expertise.
• Participate in branch leadership routines and training sessions.
• Adhere to internal controls and risk management policies.

Skills

Customer service

Cash handling

Sales experience

Interpersonal communication

PC skills

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Truist Wealth in Greensboro, NC, is seeking an attentive banking professional to handle client transactions and provide top-tier service. You will educate clients on online and mobile banking, while supporting a proactive sales process and identifying client needs.

The role emphasizes adherence to policies, ongoing product knowledge, and seamless team collaboration to deliver Truist expertise for customers and prospects.