Client-Focused Banking Specialist

Hbcu Connect, Llc; Richmond (VA); On-site; USD 46,000 - 52,000; Full time

Benefits offered by this job

Medical, dental, vision

401k

Paid vacation

Paid holidays

Job summary

Truist Financial Corporation in Richmond, VA is seeking a Universal Banker to deliver exceptional client service, process complex and standard transactions, and educate clients on digital banking tools. The role includes outbound outreach to identify needs and refers opportunities to branch teams or specialists.

The position requires weekend/extended hours, potential travel, and adherence to policies. Regular or temporary employment with benefits is offered, with opportunities for growth within

Qualifications

• High school diploma or equivalent.
• Two years teller or cash handling experience.
• Six months client relationship building or sales experience.
• Excellent interpersonal and communication skills.
• Ability to master PC keyboard and software for branch automation.
• Ability to multi-task under time constraints.
• Proficiency in basic computer applications, such as Microsoft Office.
• Ability to travel to accommodate temporary staffing needs; weekends/extended hours may be required.

Responsibilities

• Provide a distinctive client experience during transactions and service.
• Educate clients on digital, self-service solutions including ATMs and Online/Mobile banking.
• Support sales through outbound client outreach and referrals.
• Understand Integrated Relationship Management (IRM) to tailor Truist solutions.
• Participate in Retail Community Bank Leadership routines and training.
• Adhere to internal controls and risk management policies.
• Serve as secondary contact for new account openings and issue resolution.

Skills

Customer service

Sales experience

Interpersonal communication

PC skills

Multi-tasking

Microsoft Office

Travel ability

Weekend/extended hours

Cash handling

Teller experience

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Truist Financial Corporation in Richmond, VA is seeking a Universal Banker to deliver exceptional client service, process complex and standard transactions, and educate clients on digital banking tools. The role includes outbound outreach to identify needs and refers opportunities to branch teams or specialists.

The position requires weekend/extended hours, potential travel, and adherence to policies. Regular or temporary employment with benefits is offered, with opportunities for growth within