Client Experience Banker - Sales & Digital Banking

Truist

Georgia

On-site

USD 32,000 - 52,000

Full time

5 days ago
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Benefits offered by this job

Vacation days
Sick days
Paid holidays

Job summary

Truist in the United States is hiring for a regular, full-time role focused on delivering timely client transactions and maintaining accurate records while providing a superior service experience. You will help clients meet their financial needs, cross-train for sales and service, and support IRM activities.

The position emphasizes outbound outreach, digital banking education, and adherence to policies, with opportunities to grow knowledge through training and collaboration with branch teams.

Qualifications

  • High school diploma or equivalent.
  • 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 master PC keyboard and software for branch automation.
  • Ability to multi-task under time constraints.
  • Proficiency in Microsoft Office.
  • Willingness to travel for temporary staffing needs.
  • Weekend and extended hours availability with possible travel/overnights.

Responsibilities

  • Provide a distinctive client experience by engaging clients and handling complex and standard transactions.
  • Educate clients on digital and self-service solutions (ATMs, Online and Mobile Banking).
  • Support sales by outbound calls and identifying client needs for referrals.
  • Understand Integrated Relationship Management (IRM) to deliver Truist expertise.
  • Participate in Retail Community Bank Leadership routines.
  • Advance product knowledge through meetings and training.
  • Adhere to internal controls and risk management policies.
  • Assist with new account openings and issue resolution; handle branch workload.

Skills

Customer service
Interpersonal skills
Microsoft Office
Multitasking
Cash handling
Communication
Weekend availability
Availability for shifts

Education

High school diploma or equivalent

Job description

Truist in the United States is hiring for a regular, full-time role focused on delivering timely client transactions and maintaining accurate records while providing a superior service experience. You will help clients meet their financial needs, cross-train for sales and service, and support IRM activities.

The position emphasizes outbound outreach, digital banking education, and adherence to policies, with opportunities to grow knowledge through training and collaboration with branch teams.

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