Client Experience Banker – Service & Sales

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

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401k plan

Paid time off

Job summary

Truist in Fayetteville, NC is seeking a Regular full-time banking professional to provide timely, accurate client transactions and maintain records. The role includes outbound outreach and supporting Integrated Relationship Management (IRM) activities to meet client financial needs.

Responsibilities include educating clients on digital banking, handling standard and complex transactions, and supporting branch sales while adhering to risk and policy guidelines.

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, 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.

Responsibilities

• Provide a distinctive client experience by engaging clients and handling transactions, while delivering accurate records and service.
• Educate clients on digital self-service solutions (ATMs, Online/Mobile banking) to simplify banking.
• Support sales by outbound client outreach and identifying needs or opportunities.
• Understand Integrated Relationship Management (IRM) to deliver Truist expertise.
• Participate in Truist Retail Community Bank Leadership routines.
• Commit to enhancing product knowledge through training and meetings.
• Adhere to internal controls and risk management policies and stay updated on changes.
• Serve as a secondary contact for new accounts and problem resolution, handling work based on branch demands.

Skills

Client service

Cash handling

Sales experience

Interpersonal skills

PC skills

Communication

Time management

Attention to detail

Team adaptability

Education

High school diploma or equivalent

Job description

Truist in Fayetteville, NC is seeking a Regular full-time banking professional to provide timely, accurate client transactions and maintain records. The role includes outbound outreach and supporting Integrated Relationship Management (IRM) activities to meet client financial needs.

Responsibilities include educating clients on digital banking, handling standard and complex transactions, and supporting branch sales while adhering to risk and policy guidelines.