Client-Focused Banking Specialist

Truist Wealth; Williamsburg (VA); On-site; USD 46,000 - 52,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

401(k) Plan

Paid vacation

Job summary

Truist Wealth seeks a Universal Banker to provide timely client transactions, accurate records, and thorough handling of all monies. You will guide clients through digital banking tools, while supporting sales via outbound calls and IRM initiatives.

Responsibilities include educating clients on self-service options, participating in branch routines, and maintaining compliance with policies. Weekend hours and travel may be required to support branch needs.

Qualifications

• High school diploma or equivalent is required.
• Two years teller, cash handling or client service experience.
• Six months of client relationship building or sales experience.
• Excellent interpersonal and communication skills.
• Ability to use PC and software for branch automation.
• Ability to multi-task under time constraints.
• Proficiency in basic Microsoft Office applications.
• Willingness to travel for temporary staffing needs and varying hours.

Responsibilities

• Provide timely completion of client transactions with accurate records and proper handling of funds.
• Educate clients on digital self-service options (ATMs, Online/Mobile banking).
• Support sales by outbound client outreach and identifying needs or opportunities.
• Understand and apply Integrated Relationship Management (IRM) concepts to deliver Truist expertise.
• Participate in branch leadership routines and complete training.
• Adhere to internal controls and risk management policies.

Skills

Interpersonal skills

Customer service

Sales experience

Multi-tasking

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Truist Wealth seeks a Universal Banker to provide timely client transactions, accurate records, and thorough handling of all monies. You will guide clients through digital banking tools, while supporting sales via outbound calls and IRM initiatives.

Responsibilities include educating clients on self-service options, participating in branch routines, and maintaining compliance with policies. Weekend hours and travel may be required to support branch needs.