Client-Focused Banker & IRM Specialist

Truist; Largo (MD); On-site; USD 46,000 - 55,000; Full time

Benefits offered by this job

Benefits package

Paid time off

Job summary

Truist is seeking a Professional to deliver exceptional client service in a Regular, first-shift role. You will process a range of transactions, educate clients on digital banking, and support sales through outbound outreach.

You will work to understand client needs and connect them with the right Truist solutions. Essential duties include maintaining accurate records, following procedures, and supporting relationship management programs.

Qualifications

• High-quality interpersonal and communication skills are essential.
• Ability to multi-task and manage time effectively in a branch setting.
• Strong customer service orientation with a focus on client needs.
• Willingness to travel to accommodate temporary staffing needs and locale changes.

Responsibilities

• Provide distinctive client experiences through courteous conversations and accurate handling of transactions.
• Educate clients on digital banking options to simplify their banking experience.
• Support sales by outbound client outreach and referring opportunities to the branch team.
• Understand Integrated Relationship Management (IRM) to deliver Truist solutions.

Skills

Interpersonal skills

Communication skills

Multi-tasking

Travel flexibility

Customer service orientation

Tools

Microsoft Office

Job description

Truist is seeking a Professional to deliver exceptional client service in a Regular, first-shift role. You will process a range of transactions, educate clients on digital banking, and support sales through outbound outreach.

You will work to understand client needs and connect them with the right Truist solutions. Essential duties include maintaining accurate records, following procedures, and supporting relationship management programs.