Client Experience Banker & Relationship Builder

Truist Financial; Willow Grove (PA); On-site; USD 38,000 - 52,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

401k plan

Paid vacation & holidays

Job summary

Truist Financial is seeking candidates in the United States for regular, full-time positions in retail banking. The role emphasizes delivering a distinctive client experience through transactions and consultative service, while educating clients on digital banking options and self-service tools.

A strong emphasis on outbound outreach and cross-team collaboration supports sales and relationship management. The position requires a high school diploma or equivalent, with experience in teller/cash

Qualifications

• Teller or cash handling and client service experience.
• 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.
• Ability to use PC and software for branch automation.
• Ability to multitask under time constraints.
• Proficiency in basic computer applications such as Microsoft Office.
• Willingness to travel for temporary staffing needs and occasional extended hours.

Responsibilities

• Provide a distinctive client experience by engaging clients and handling transactions while uncovering needs.
• Educate clients on digital self-service solutions (ATMs, Online and Mobile banking).
• Support sales through outbound calls and referrals.
• Understand Integrated Relationship Management (IRM) to tailor Truist solutions.
• Participate in Retail Community Bank Leadership routines.
• Advance product knowledge through training and meetings.
• Adhere to internal controls and risk management policies.
• Serve as secondary contact for new account openings and issue resolution.

Skills

Teller experience

Sales experience

Interpersonal skills

PC skills

Microsoft Office

Multi-tasking

Outbound calling

Weekend availability

Travel flexibility

Education

High school diploma or equivalent

Job description

Truist Financial is seeking candidates in the United States for regular, full-time positions in retail banking. The role emphasizes delivering a distinctive client experience through transactions and consultative service, while educating clients on digital banking options and self-service tools.

A strong emphasis on outbound outreach and cross-team collaboration supports sales and relationship management. The position requires a high school diploma or equivalent, with experience in teller/cash