Client Experience Banker & Relationship Advocate

Truist; Fort Lauderdale (FL); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) plan

Paid holidays

Job summary

Truist is seeking a customer-focused professional to provide timely customer service, execute transactions accurately, and assist with outbound client outreach. You will promote digital banking options and support sales through relationship-building and proactive client engagement.

The role emphasizes adherence to controls and continuous learning through training, with opportunities to contribute to Integrated Relationship Management and cross-functional branch activities.

Qualifications

• Excellent interpersonal and communication skills.
• Ability to multi-task under time constraints.
• Proficiency with PC keyboard and Microsoft Office applications.

Responsibilities

• Provide timely and efficient completion of client transactions with accurate records.
• Educate clients on digital and self-service banking solutions.
• Support sales through outbound calls and identifying client needs.
• Understand Integrated Relationship Management (IRM) and apply it to client solutions.
• Participate in branch leadership routines and training sessions.
• Maintain compliance with internal controls and policies.
• Serve as secondary contact for new account openings and issue resolution.

Skills

Interpersonal skills

Communication skills

Multi-tasking

PC software proficiency

Education

High School Diploma or equivalent

Tools

Microsoft Office

Job description

Truist is seeking a customer-focused professional to provide timely customer service, execute transactions accurately, and assist with outbound client outreach. You will promote digital banking options and support sales through relationship-building and proactive client engagement.

The role emphasizes adherence to controls and continuous learning through training, with opportunities to contribute to Integrated Relationship Management and cross-functional branch activities.