Client Experience Banker — Sales & Relationship Support

Crump Life Insurance Svcs Inc; Atlanta (GA); On-site; USD 32,000 - 46,000; Full time

Benefits offered by this job

Medical insurance

Dental & vision coverage

Life insurance & disability

401(k) plan & retirement benefits

Paid vacation & holidays

Job summary

Truist Financial Corporation is seeking a customer-focused teller/service associate to provide timely client transactions and maintain accurate records. You will educate clients about digital banking, support outbound sales activities, and contribute to IRM-driven service delivery.

Strong communication and multitasking abilities are essential. The role emphasizes compliance with internal controls and policies, flexibility for weekends/extended hours, and willingness to travel for staffing as

Qualifications

• High school diploma or equivalent education.
• 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, including a desire to interact with clients and prospects.
• Ability to master personal computer (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.
• One year of client relationship building or sales experience.
• Knowledge of advanced or complex branch transactions, risk management and loss prevention.
• Experience with sourcing and prospecting for new clients and client relationship building.
• General understanding of bank operations, policies and procedures.

Responsibilities

• Provide a distinctive client experience by engaging clients and conducting transactions, with accuracy and courtesy.
• Educate clients on digital self-service solutions (ATMs, Online/Mobile banking).
• Support sales by outbound client outreach and identifying needs or opportunities.
• Understand Integrated Relationship Management (IRM) to deliver Truist expertise.
• Participate in Retail Community Bank Leadership routines.
• Advance product knowledge through trainings and meetings.
• Adhere to internal controls and policies; stay informed of changes.
• Serve as secondary contact for new accounts and problem resolution, handling workload as branch demands.

Skills

Teller experience

Cash handling

Client relationship building

Interpersonal skills

Communication skills

PC & software skills

Multi-tasking

Team collaboration

Weekend/extended hours willingness

Travel for staffing needs

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Truist Financial Corporation is seeking a customer-focused teller/service associate to provide timely client transactions and maintain accurate records. You will educate clients about digital banking, support outbound sales activities, and contribute to IRM-driven service delivery.

Strong communication and multitasking abilities are essential. The role emphasizes compliance with internal controls and policies, flexibility for weekends/extended hours, and willingness to travel for staffing as