Client Experience Banking Specialist

Truist Wealth; Raleigh (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 Wealth in Raleigh, NC seeks a Regular teller with a strong focus on client service to execute transactions and educate clients on digital banking tools.

You will support sales initiatives, build relationships, and follow internal controls while delivering a consistent, high-quality client experience across channels. Weekend availability and travel may be required based on branch needs.

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 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 to ensure a consistent service level by engaging clients with smiling, courteous conversation, and facilitating transactions while uncovering client needs.
• Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking.
• Support team sales process by participating in client outreach through outbound calls and identifying client needs or opportunities.
• Understand Integrated Relationship Management (IRM) to deliver Truist expertise and solutions for clients’ needs.
• Participate fully in all components of the established Truist Retail Community Bank Leadership routines.
• Advance product knowledge by attending training and meetings to better serve clients.
• Adhere to internal controls and risk management policies and stay updated on policy changes.
• Serve as secondary contact for new account openings and problem resolution, handling workload per branch demands.

Skills

Interpersonal communication

Customer service

Multitasking

PC/Computer skills

Microsoft Office

Relationship building

Cash handling

Weekend availability

Education

High school diploma or equivalent

Job description

Truist Wealth in Raleigh, NC seeks a Regular teller with a strong focus on client service to execute transactions and educate clients on digital banking tools.

You will support sales initiatives, build relationships, and follow internal controls while delivering a consistent, high-quality client experience across channels. Weekend availability and travel may be required based on branch needs.