Client-Focused Banking Advisor

Truist; Fallston (MD); On-site; USD 46,000 - 53,000; Full time

Benefits offered by this job

Medical, Dental, Vision

401k Plan

Paid Holidays & Vacation

Job summary

Truist Financial Corporation is seeking a Universal Banker to provide timely client transactions and superior service while understanding client financial needs. You will engage clients, promote digital solutions, and support outbound outreach to identify opportunities.

The role emphasizes compliance with internal controls and ongoing product knowledge development. The position requires basic banking experience, strong communication, and flexibility for varied hours, including weekends.

Qualifications

• High school diploma or equivalent.
• 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 PC keyboard and software skills necessary for branch automation.

Responsibilities

• Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned.
• Deliver superior quality service, identifying and understanding the client’s financial needs.
• Cross-trained to support sales and service activities, with a focus on outbound calling and IRM activities.
• Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking to enhance their service experience.
• Support team sales by participating in client outreach and identifying needs or opportunities.

Skills

Interpersonal skills

Sales ability

Multi-tasking

PC skills

Client outreach

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Truist Financial Corporation is seeking a Universal Banker to provide timely client transactions and superior service while understanding client financial needs. You will engage clients, promote digital solutions, and support outbound outreach to identify opportunities.

The role emphasizes compliance with internal controls and ongoing product knowledge development. The position requires basic banking experience, strong communication, and flexibility for varied hours, including weekends.