Client Experience Banker — IRM & Outreach Focus

Habitat For Humanity Of Durham

Durham (NC)

On-site

USD 32,000 - 42,000

Full time

14 days+

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Job summary

Truist Financial Corporation in Durham, NC seeks a motivated teller to provide timely transactions, accurate records, and superior client service. You will handle cash, perform standard and complex transactions, and assist with outbound calling and IRM-related activities to support relationship growth.

The role emphasizes cross-training, adherence to internal controls, and flexibility to cover branch needs, including weekends or extended hours, while delivering a friendly, solution-oriented

Qualifications

  • High school diploma or equivalent education.
  • 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, 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.

Responsibilities

  • Provide a distinctive client experience to ensure a consistent service level.
  • Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking.
  • Support team sales process by participating in client outreach through outbound calls and identifying client needs.
  • Understand Integrated Relationship Management (IRM) to deliver Truist expertise and solutions.
  • Participate in all components of the Truist Retail Community Bank Leadership routines.
  • Advance personal and product knowledge through training and meetings.
  • Adhere to internal controls and risk management policies.
  • Serve as secondary contact for new account openings and problem resolution.

Skills

Interpersonal skills
Communication skills
Multi-tasking
Customer service orientation

Education

High school diploma or equivalent
Two years teller or cash handling or client service experience

Tools

PC keyboard and software skills
Microsoft Office

Job description

Truist Financial Corporation in Durham, NC seeks a motivated teller to provide timely transactions, accurate records, and superior client service. You will handle cash, perform standard and complex transactions, and assist with outbound calling and IRM-related activities to support relationship growth.

The role emphasizes cross-training, adherence to internal controls, and flexibility to cover branch needs, including weekends or extended hours, while delivering a friendly, solution-oriented

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