Client Experience & Relationship Banking Specialist

Truist

North Port (FL)

On-site

USD 32,000 - 42,000

Full time

13 days ago
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Benefits offered by this job

Medical Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
401(k) Plan
Paid Vacation
Paid Sick Days
Paid Holidays

Job summary

Truist in North Port, Florida is seeking a Regular full-time teller/client service associate to provide timely client transactions and maintain accurate records. You will deliver superior service, uncover client needs, and support IRM activities.

You will educate clients on digital banking, participate in outbound outreach, and contribute to branch sales while adhering to internal controls and policies. Weekend and extended hours may be required.

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 personal computer (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 by engaging clients during transactions.
  • Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking.
  • Support team sales process by outbound calling and identifying client needs.
  • Understand Integrated Relationship Management (IRM) to deliver Truist solutions.
  • Participate in branch leadership routines and training.
  • Adhere to internal controls and risk management policies.

Skills

Client service
Interpersonal skills
Multitasking
Outbound calling

Education

High school diploma or equivalent

Tools

Microsoft Office
Branch automation software

Job description

Truist in North Port, Florida is seeking a Regular full-time teller/client service associate to provide timely client transactions and maintain accurate records. You will deliver superior service, uncover client needs, and support IRM activities.

You will educate clients on digital banking, participate in outbound outreach, and contribute to branch sales while adhering to internal controls and policies. Weekend and extended hours may be required.

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