Client Experience Banker: IRM & Sales Support

Truist; Florida; On-site; USD 34,000 - 48,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401(k) plan

Paid vacation

Paid sick days

Paid holidays

Job summary

Truist is seeking a Retail Banking Associate in the United States to deliver timely client service, handle transactions, and build relationships. You will educate clients on digital channels and support the sales process with outbound outreach. The role emphasizes IRM delivery and adherence to risk controls.

The position requires a high school diploma, 2 years of teller or client service experience, and comfort with computer software. Weekend hours and occasional travel may be required.

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, including a desire to interact with clients and prospects.
• Ability to master PC keyboard and software skills for branch automation.
• Ability to multi-task under time constraints.
• Proficiency in basic computer applications (e.g., MS Office).
• Willingness to travel for temporary staffing needs and possible locale changes.
• Ability to work weekends and/or extended hours with occasional travel and overnights.

Responsibilities

• Provide a distinctive client experience with courteous conversation and accurate handling of transactions.
• Educate clients on digital self-service options (ATMs, Online/Mobile banking).
• Support sales by outbound client outreach and identifying needs.
• Understand Integrated Relationship Management (IRM) to deliver Truist solutions.
• Participate in Retail Community Bank Leadership routines.
• Attend training and product knowledge sessions to enhance service.
• Adhere to internal controls and risk management policies.
• Serve as secondary contact for new account openings and issue resolution.

Skills

Interpersonal skills

Communication skills

Customer service

Multi-tasking

PC literacy

Time management

Sales experience

Travel flexibility

Weekend availability

Education

High school diploma or equivalent

Job description

Truist is seeking a Retail Banking Associate in the United States to deliver timely client service, handle transactions, and build relationships. You will educate clients on digital channels and support the sales process with outbound outreach. The role emphasizes IRM delivery and adherence to risk controls.

The position requires a high school diploma, 2 years of teller or client service experience, and comfort with computer software. Weekend hours and occasional travel may be required.