Client Experience Banking Advisor

Truist; Clubview (NC); On-site; USD 30,000 - 40,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401(k) plan

Vacation and sick leave

Job summary

Truist Financial Corporation is seeking a friendly, detail‑oriented teller/relationship assistant to provide a distinctive client experience, handling transactions and uncovering client needs. You will educate clients on digital banking tools and self‑service options to simplify their banking.

The role supports the sales process, participates in IRM activities and branch leadership routines, and requires adaptability for weekend hours and occasional travel.

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 skills necessary for branch automation.
• Ability to multi-task under time constraints.
• Demonstrated proficiency in basic computer applications, such as Microsoft Office.
• 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 to ensure a consistent service level by engaging clients with smiling and courteous conversation.
• Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking.
• Support team sales process by participating in client outreach and identifying client needs or opportunities.
• Understand Integrated Relationship Management (IRM) to deliver Truist expertise and solutions.
• Participate in established Retail Community Bank Leadership routines.
• Advance knowledge through sales, service and product training.
• Adhere to internal controls, operational procedures and risk management policies.
• Serve as secondary contact for new account openings and problem resolution.

Skills

Customer service

Cash handling

Sales experience

Multi-tasking

Microsoft Office

Travel flexibility

Education

High school diploma or equivalent

Tools

Branch automation software

Job description

Truist Financial Corporation is seeking a friendly, detail‑oriented teller/relationship assistant to provide a distinctive client experience, handling transactions and uncovering client needs. You will educate clients on digital banking tools and self‑service options to simplify their banking.

The role supports the sales process, participates in IRM activities and branch leadership routines, and requires adaptability for weekend hours and occasional travel.