Client Experience Banker - Sales & Service

Truist; Brentwood (TN); On-site; USD 32,000 - 46,000; Full time

Benefits offered by this job

Medical insurance

401(k) plan

Paid vacation and holidays

Job summary

Truist Financial Corporation is hiring a client-focused banking professional to provide timely transactions, accurate records, and high-quality service. You will support outbound outreach, educate clients on digital solutions, and assist with Integrated Relationship Management (IRM) to meet client needs.

The role emphasizes adherence to controls, training, and cross-functional collaboration within Retail Banking. Weekends and travel may be required.

Qualifications

• High school diploma or equivalent.
• Two years 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 basic computer applications (Microsoft Office).
• Ability to travel for temporary staffing as needed.
• Ability to work weekends or extended hours with possible travel.

Responsibilities

• Provide a distinctive client experience and handle complex and standard transactions while identifying client needs.
• Educate clients on digital self-service solutions (ATMs, Online/Mobile banking).
• Support sales with outbound outreach and referral to branch team members or specialists.
• Understand and apply Integrated Relationship Management (IRM) to deliver Truist expertise.
• Participate in all components of the Retail Community Bank Leadership routines.
• Attend training to advance product knowledge for consumer and business clients.
• Adhere to internal controls, policies and risk management.
• Serve as secondary contact for new account openings and problem resolution.

Skills

Interpersonal skills

Communication skills

Multi-tasking

Client service

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Truist Financial Corporation is hiring a client-focused banking professional to provide timely transactions, accurate records, and high-quality service. You will support outbound outreach, educate clients on digital solutions, and assist with Integrated Relationship Management (IRM) to meet client needs.

The role emphasizes adherence to controls, training, and cross-functional collaboration within Retail Banking. Weekends and travel may be required.