Client-First Universal Banker: Grow Relationships & Solutions

Truist Wealth; Avondale (GA); Hybrid; USD 32,000 - 42,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401k plan

Paid holidays

Vacation days

Sick days

Job summary

Truist Wealth is seeking a client-focused professional to provide timely and accurate completion of client transactions while maintaining thorough records. The role emphasizes delivering superior service and understanding each client's financial needs.

Responsibilities include educating clients on digital banking, supporting sales activities, and ensuring compliance with internal controls. This position requires weekend/extended hours availability and occasional travel.

Qualifications

• Two years teller, cash handling or client service experience required.
• Excellent interpersonal and communication skills.
• Ability to multi-task under time constraints and learn branch automation software.

Responsibilities

• Deliver a distinctive client experience and handle complex and standard transactions.
• Educate clients on digital, self-service banking solutions.
• Support sales by identifying client needs and suggesting appropriate products or services.
• Understand and apply Integrated Relationship Management (IRM) to serve clients.
• Participate in leadership routines and ongoing product knowledge training.
• Adhere to internal controls and risk management policies.
• Serve as a secondary contact for new account openings and issue resolution.

Skills

Client service

Interpersonal skills

Communication skills

Multi-tasking

PC software skills

Travel availability

Schedule flexibility

Sales experience

Education

High school diploma or equivalent

Job description

Truist Wealth is seeking a client-focused professional to provide timely and accurate completion of client transactions while maintaining thorough records. The role emphasizes delivering superior service and understanding each client's financial needs.

Responsibilities include educating clients on digital banking, supporting sales activities, and ensuring compliance with internal controls. This position requires weekend/extended hours availability and occasional travel.