Client Experience Banker — Sales & Service Pro

Truist Financial Corporation; Miami (FL); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401(k)

Paid vacation

Paid holidays

Sick days

Job summary

Truist in Miami is seeking a Regular banking associate to provide timely client transactions and accurate record-keeping. You will educate clients on digital banking and support outbound calling while assisting Integrated Relationship Management (IRM) activities.

You will participate in sales and service processes, deliver a distinctive client experience, and stay informed on bank policies and procedures. Weekend hours and some travel may be required.

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 PC keyboard and software for branch automation.
• Ability to multi-task under time constraints.
• Proficiency in basic computer applications, such as Microsoft Office.
• Ability to travel to accommodate temporary staffing needs and locale changes.
• Weekend work may be required.

Responsibilities

• Provide a distinctive client experience to ensure a consistent service level by engaging clients with smiling, courteous conversation, and handling transactions.
• Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking.
• Support team sales through outbound calls and identifying client opportunities.
• Understand Integrated Relationship Management (IRM) to deliver Truist expertise.
• Participate in Retail Community Bank Leadership routines and trainings.
• Maintain knowledge of policies and procedures to ensure compliance.
• Serve as secondary contact for new account openings and issue resolution.

Skills

Interpersonal communication

Customer service

Multi-tasking

MS Office skills

Travel readiness

Weekend availability

Education

High school diploma or equivalent

Tools

Branch automation software

Job description

Truist in Miami is seeking a Regular banking associate to provide timely client transactions and accurate record-keeping. You will educate clients on digital banking and support outbound calling while assisting Integrated Relationship Management (IRM) activities.

You will participate in sales and service processes, deliver a distinctive client experience, and stay informed on bank policies and procedures. Weekend hours and some travel may be required.