Client-Focused Banking Specialist | IRM & Outreach

Truist Financial Corporation; Beaufort (SC); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Benefits: medical, dental, vision, 401

Job summary

Truist Financial Corporation is hiring for a Regular full-time role in a branch setting. The position emphasizes delivering a distinctive client experience, handling both complex and standard transactions, and educating clients about digital banking tools.

The role includes outbound client outreach, identifying opportunities, and supporting Integrated Relationship Management (IRM) activities, with a strong emphasis on compliance and customer service excellence.

Qualifications

• High school diploma or equivalent.
• 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 multi-task under time constraints.
• Proficiency in basic computer applications such as Microsoft Office.
• Willingness to travel for temporary staffing needs.
• Availability to work weekends and extended hours.

Responsibilities

• Provide a distinctive client experience with consistent service while handling complex and standard transactions.
• Educate clients on digital self-service options (ATMs, Online/Mobile banking).
• Support sales by outbound client outreach and identifying needs for branch referrals.
• Understand Integrated Relationship Management (IRM) to deliver Truist solutions.
• Participate in branch leadership routines and sales/service trainings.
• Increase product knowledge to serve consumer and business clients.
• Adhere to internal controls and policies to ensure compliance.
• Serve as secondary contact for new account openings and problem resolution.

Skills

Interpersonal communication

Multi-tasking

Customer service

Microsoft Office

Adaptability

Travel flexibility

Education

High school diploma or equivalent

Job description

Truist Financial Corporation is hiring for a Regular full-time role in a branch setting. The position emphasizes delivering a distinctive client experience, handling both complex and standard transactions, and educating clients about digital banking tools.

The role includes outbound client outreach, identifying opportunities, and supporting Integrated Relationship Management (IRM) activities, with a strong emphasis on compliance and customer service excellence.