Client Experience Banking Advisor

Truist Wealth; Westlake Corner (VA); On-site; USD 30,000 - 34,000; Part time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401k plan

Vacation days

Paid holidays

Life insurance

Job summary

Truist Wealth is seeking a part-time Universal Banker in the United States. The role focuses on delivering a distinctive client experience, guiding customers through transactions, and promoting digital self-service options, including online and mobile banking.

Qualified candidates bring 2 years in teller or client service, strong communication, and the ability to multi-task within a branch setting; travel and weekend hours may be required. Competitive benefits apply for eligible teammates.

Qualifications

• High school diploma or equivalent.
• Two years of teller, 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 Microsoft Office products.
• Ability to travel to accommodate temporary staffing needs.
• Ability to work weekends and extended hours.

Responsibilities

• Provide a distinctive client experience through courteous conversations and transactions.
• Educate clients on digital self-service solutions including ATMs and online/mobile banking.
• Support sales by outbound calls and identifying client needs or opportunities.
• Understand the importance of Integrated Relationship Management (IRM).
• Participate in the Retail Community Bank Leadership routines.
• Commit to advancing product knowledge through trainings and meetings.
• Adhere to internal controls and risk management policies.
• Serve as secondary contact for new accounts and problem resolution.

Skills

Customer service

Communication

Sales experience

Microsoft Office

Multitasking

Travel readiness

Weekend availability

Education

High school diploma

Job description

Truist Wealth is seeking a part-time Universal Banker in the United States. The role focuses on delivering a distinctive client experience, guiding customers through transactions, and promoting digital self-service options, including online and mobile banking.

Qualified candidates bring 2 years in teller or client service, strong communication, and the ability to multi-task within a branch setting; travel and weekend hours may be required. Competitive benefits apply for eligible teammates.