Client Experience Banker & Relationship Advisor

Truist Financial; Chattanooga (TN); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401k plan

Vacation days

Sick days

Paid holidays

Pension plan

Job summary

Truist Financial is seeking a banking professional to provide timely client transactions and deliver superior service. You will educate clients on digital self-service tools and support outbound outreach while aligning with Integrated Relationship Management strategies.

The role emphasizes building client relationships, handling a mix of complex and standard transactions, and staying compliant with policies. Weekend/extended hours and occasional travel may be required.

Qualifications

• High school diploma or equivalent required.
• Two years teller, cash handling or client service experience.
• Six months of client relationship building or sales experience preferred.
• Excellent interpersonal and communication skills; able to interact with clients and prospects.
• Ability to use PC keyboards and software for branch automation.
• Ability to multi-task under time constraints.
• Proficiency in basic computer applications (e.g., Microsoft Office).
• Willingness to travel for temporary staffing or locale changes; may work weekends/extended hours.

Responsibilities

• Provide a distinctive client experience and handle complex and standard transactions while identifying client needs.
• Educate clients on digital, self-service solutions (ATMs, Online/Mobile banking).
• Assist with outbound client outreach and referrals to branch team members or specialists.
• Understand Integrated Relationship Management (IRM) to deliver Truist solutions.
• Participate in Retail Community Bank Leadership routines and related activities.
• Advance product knowledge through training and meetings.
• Adhere to internal controls, procedures, and risk management policies.
• Serve as secondary contact for new accounts and problem resolution; manage workload per branch demands.

Skills

Customer service

Sales experience

Communication skills

Interpersonal skills

PC skills

Multi-tasking

Microsoft Office

Education

High school diploma or equivalent

Tools

Microsoft Office

Banking software

Job description

Truist Financial is seeking a banking professional to provide timely client transactions and deliver superior service. You will educate clients on digital self-service tools and support outbound outreach while aligning with Integrated Relationship Management strategies.

The role emphasizes building client relationships, handling a mix of complex and standard transactions, and staying compliant with policies. Weekend/extended hours and occasional travel may be required.