Client Experience Banker & Outreach Specialist

Truist Financial Corporation; Mobile (AL); On-site; USD 30,000 - 42,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) retirement plan

Paid holidays

Job summary

Truist in Mobile, AL is seeking a Regular full-time Client Service Associate to provide timely, accurate transactions and build trusted relationships with clients. You will guide customers through digital banking, reference materials, and available products while maintaining compliance and excellent records.

Key duties include handling complex and standard transactions, outbound outreach, and supporting Integrated Relationship Management (IRM) initiatives to tailor solutions to client needs.

Qualifications

• High school diploma or equivalent required.
• Two years teller or cash handling or client service experience.
• Six months client relationship building or sales experience.
• Excellent interpersonal and communication skills.
• Ability to master PC keyboard and software used for branch automation.
• Ability to multi-task under time constraints.
• Proficiency in basic computer applications, such as Microsoft Office.
• Ability to travel for temporary staffing needs and occasional relocations.
• Ability to work weekends and/or extended hours with possible travel/overnights.

Responsibilities

• Provide a distinctive client experience and handle complex and standard transactions with accuracy.
• Educate clients on digital self-service options (ATMs, Online and Mobile Banking).
• Support sales by outbound calls and identifying client needs, referring to branch staff when needed.
• Understand Integrated Relationship Management (IRM) to deliver Truist solutions.
• Participate in Retail Community Bank Leadership routines.
• Pursue ongoing product knowledge through training and meetings.
• Adhere to internal controls and risk management policies.
• Serve as secondary contact for new accounts and issue resolution, managing workload per branch demands.

Skills

Customer service

Cash handling

Communication

Multi-tasking

PC skills

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Truist in Mobile, AL is seeking a Regular full-time Client Service Associate to provide timely, accurate transactions and build trusted relationships with clients. You will guide customers through digital banking, reference materials, and available products while maintaining compliance and excellent records.

Key duties include handling complex and standard transactions, outbound outreach, and supporting Integrated Relationship Management (IRM) initiatives to tailor solutions to client needs.