Client Experience Banking Specialist

Crump Life Insurance Svcs Inc; Suffolk (VA); On-site; USD 63,039,000 - 71,635,000; Part time

Benefits offered by this job

Medical benefits

Dental insurance

Vision insurance

Life insurance

Disability coverage

AD&D insurance

Tax-advantaged savings accounts

401(k) plan

Vacation days

Sick days

Paid holidays

Job summary

Truist Financial Corporation seeks a Part Time Universal Banker to join our branch team in the United States. The role focuses on delivering a distinctive client experience, handling transactions, and guiding customers to digital banking options for convenience.

You will support the sales process, build client relationships, and recommend appropriate products while complying with internal controls and policies. Availability for weekends or extended hours may be required.

Qualifications

• Excellent interpersonal and communication skills, including a desire to interact with clients and prospects.
• 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, facilitating courteous conversation, conducting both complex and standardized transactions while uncovering needs.
• Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience.
• Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
• Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly deliver Truist expertise and solutions for our clients’ unique needs.
• Participate fully in all components of the established Truist Retail Community Bank Leadership Routines.
• Commit to advancing individual and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings and all applicable training classes and web-based learning.
• Adhere to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines.
• Serve as secondary contact for new account openings and problem resolution, offering applicable products and services to clients and prospects. Handles proportionate volume of work based on branch demands.

Skills

Interpersonal communication

Multi-tasking

PC keyboard proficiency

Microsoft Office

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Truist Financial Corporation seeks a Part Time Universal Banker to join our branch team in the United States. The role focuses on delivering a distinctive client experience, handling transactions, and guiding customers to digital banking options for convenience.

You will support the sales process, build client relationships, and recommend appropriate products while complying with internal controls and policies. Availability for weekends or extended hours may be required.