Client Experience Banker & Relationship Advisor

Truist Wealth; Bridgewater (VA); On-site; USD 46,000 - 52,000; Full time

Job summary

Truist Wealth in Virginia is seeking a Universal Banker to provide timely client transactions, build relationships, and educate customers on digital banking tools. The role emphasizes outbound outreach, IRM collaboration, and adherence to controls.

The position supports weekend/extended hours, requires high school education and 2+ years in teller or client service roles, with competitive benefits and opportunities for incentive pay.

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 by engaging clients with smiling, facilitating courteous conversation, conducting both complex and standardized transactions while uncovering needs.
• Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience.
• Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
• Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly deliver Truist expertise and solutions for our clients’ unique needs.
• Participate fully in all components of the established Truist Retail Community Bank Leadership Routines.
• Commit to advancing individual and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings and all applicable training classes and web-based learning.
• Adhere to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines.
• Serve as secondary contact for new account openings and problem resolution, offering applicable products and services to clients and prospects. Handles proportionate volume of work based on branch demands.

Skills

Two yrs teller/cash handling/ client

Six months client relationship sales

Interpersonal & communication skills

PC keyboard & software skills

Multi-task under time constraints

Microsoft Office proficiency

Travel for staffing needs

Weekend/extended hours availability

Education

High school diploma or equivalent

Job description

Truist Wealth in Virginia is seeking a Universal Banker to provide timely client transactions, build relationships, and educate customers on digital banking tools. The role emphasizes outbound outreach, IRM collaboration, and adherence to controls.

The position supports weekend/extended hours, requires high school education and 2+ years in teller or client service roles, with competitive benefits and opportunities for incentive pay.