Client-Focused Banking & Relationship Advisor

Truist; Beckley (WV); On-site; USD 28,000 - 36,000; Full time

Benefits offered by this job

Medical, dental, vision

401k plan

Paid vacation

Paid sick days

Paid holidays

Job summary

Truist in Beckley, WV is seeking a branch associate to deliver exceptional client experiences and handle transactions while educating customers on online and mobile banking. You will support sales by identifying client needs and referring to specialists, using Integrated Relationship Management to tailor solutions.

The role requires a high school diploma, 2 years in teller or client service, strong interpersonal skills, and the ability to multi-task and work varied hours.

Qualifications

• 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.

Responsibilities

• Provide a distinctive client experience to ensure a consistent service level by engaging clients with smiling, facilitating courteous conversation, conducting both complex and standardized transactions while uncovering needs.
• Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience.
• Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
• Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly deliver Truist expertise and solutions for our clients’ unique needs.
• Participate fully in all components of the established Truist Retail Community Bank Leadership Routines.
• Commit to advancing individual and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings and all applicable training classes and web-based learning.
• Adhere to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines.
• Serve as secondary contact for new account openings and problem resolution, offering applicable products and services to clients and prospects. Handles proportionate volume of work based on branch demands.

Skills

Interpersonal skills

Communication skills

Multi-tasking

Computer skills

Microsoft Office

Travel flexibility

Weekend hours

Education

High school diploma or equivalent

Job description

Truist in Beckley, WV is seeking a branch associate to deliver exceptional client experiences and handle transactions while educating customers on online and mobile banking. You will support sales by identifying client needs and referring to specialists, using Integrated Relationship Management to tailor solutions.

The role requires a high school diploma, 2 years in teller or client service, strong interpersonal skills, and the ability to multi-task and work varied hours.