Client Experience & Banking Services Specialist

Truist; Florida; On-site; USD 34,000 - 48,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

Life insurance

Disability coverage

401(k) plan

Paid time off and holidays

Job summary

Truist Financial Corporation in Florida is seeking a customer-focused professional to handle client transactions with accuracy while delivering superior service. You will educate clients on digital banking tools and assist with outbound calls to support relationships.

The role emphasizes cross-training to support sales and IRM activities, with a strong focus on teamwork, compliance, and continuous product knowledge development. Weekend/extended hours may be required.

Qualifications

• High school diploma or equivalent is required.
• 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.
• 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.
• Ability to work weekends and/or extended hours with occasional travel.

Responsibilities

• Provide a distinctive client experience with courteous conversation and accurate handling of all transactions.
• Educate clients on digital self-service solutions including ATMs, Online and Mobile banking.
• Support sales by outbound calls and identifying client needs or opportunities.
• Understand Integrated Relationship Management to deliver Truist solutions.
• Participate in Retail Community Bank Leadership routines and training.

Skills

Interpersonal skills

Communication skills

Multi-tasking

Customer service mindset

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Truist Financial Corporation in Florida is seeking a customer-focused professional to handle client transactions with accuracy while delivering superior service. You will educate clients on digital banking tools and assist with outbound calls to support relationships.

The role emphasizes cross-training to support sales and IRM activities, with a strong focus on teamwork, compliance, and continuous product knowledge development. Weekend/extended hours may be required.