Client-First Banking Specialist | Relationship & Solutions

Truist; Warminster Township (Bucks County); On-site; USD 21,000 - 28,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401k plan

Paid time off

Life insurance

Disability insurance

Job summary

Truist in the United States is seeking a Regular customer service focused team member. The role involves engaging clients, handling transactions, and guiding them to digital self-service options.

You will assist with outbound outreach, uncover opportunities, and refer clients to branch specialists as needed. Qualified candidates bring strong interpersonal skills, cash handling experience, and the ability to multi-task in a fast-paced retail banking environment.

Qualifications

• High school diploma or equivalent required.
• Two years teller or cash handling or client service experience.
• Six months of client relationship building or sales experience.
• Excellent interpersonal and communication skills.
• Ability to multi-task and adapt to branch needs.
• Able to travel for temporary staffing and shifts as needed.

Responsibilities

• Provide a distinctive client experience and handle complex and standard transactions.
• Educate clients on digital self-service tools and online banking.
• Support sales by outbound calls and identifying client needs.
• Understand integrated relationship management to deliver Truist solutions.
• Participate in leadership routines and ongoing training.
• Adhere to policies and control procedures and resolve issues as they arise.
• Serve as secondary contact for new accounts and referrals to branch teams.

Skills

Customer service

Cash handling

Sales experience

Interpersonal skills

PC literacy

Education

High school diploma or equivalent

Tools

Microsoft Office

Banking software

Job description

Truist in the United States is seeking a Regular customer service focused team member. The role involves engaging clients, handling transactions, and guiding them to digital self-service options.

You will assist with outbound outreach, uncover opportunities, and refer clients to branch specialists as needed. Qualified candidates bring strong interpersonal skills, cash handling experience, and the ability to multi-task in a fast-paced retail banking environment.