Client Experience Banker & Relationship Builder

Truist; Lauderdale-by-the-Sea (FL); Sur place; USD 32 000 - 42 000; Plein temps

Avantages offerts par ce poste

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401k plan

Paid holidays

Vacation and sick days

Résumé du poste

Truist in the United States is seeking a customer-focused professional to provide timely client transactions and accurate records while supporting sales and service activities. You will educate clients on digital options and participate in IRM-driven solutions to meet client needs.

The role involves handling a mix of complex transactions, outbound calling, and cross-training to assist with various banking services. Weekend and extended hours may be required.

Qualifications

• High school diploma or equivalent education.
• Two years teller, 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 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.

Responsabilités

• Provide a distinctive client experience by engaging clients with courteous conversation and handling transactions.
• Educate clients on digital self-service options such as ATMs online and mobile banking.
• Support the sales process by outbound client outreach and identifying needs or opportunities.
• Understand Integrated Relationship Management (IRM) to deliver Truist expertise and solutions.
• Participate in all components of the Retail Community Bank Leadership routines.
• Advance product knowledge through meetings and training sessions.
• Adhere to internal controls and risk management policies and stay informed of policy changes.
• Act as secondary contact for new account openings and resolve client issues.

Connaissances

Communication skills

Interpersonal skills

Multitasking

Outbound calling

Sales experience

Customer service

Formation

High school diploma or equivalent

Outils

Microsoft Office

Description du poste

Truist in the United States is seeking a customer-focused professional to provide timely client transactions and accurate records while supporting sales and service activities. You will educate clients on digital options and participate in IRM-driven solutions to meet client needs.

The role involves handling a mix of complex transactions, outbound calling, and cross-training to assist with various banking services. Weekend and extended hours may be required.