Client-Focused Universal Banker: Banking & Sales Expert

Crump Life Insurance Svcs Inc; Lilburn (GA); On-site; USD 35,000 - 48,000; Full time

Job summary

Truist Financial Corporation is seeking a Banking Services Associate to deliver a high-quality client experience and accurate handling of transactions. You will educate clients on self-service options and support sales efforts through outbound calls, with a focus on Integrated Relationship Management.

Regular full-time position requiring English fluency and willingness to travel for staffing needs. Weekend/hours flexibility may be required, with comprehensive benefits offered.

Qualifications

• Excellent interpersonal and communication abilities, including client engagement.
• Able to master basic computer applications for branch automation.
• Capable of multi-tasking under time constraints.
• Willingness to travel to accommodate staffing needs.

Responsibilities

• Provide a distinctive client experience by handling transactions and identifying client needs.
• Educate clients on digital banking channels including ATMs, Online, and Mobile Banking.
• Support sales through outbound calls and client outreach, identifying needs or opportunities.
• Understand Integrated Relationship Management (IRM) to deliver Truist solutions.
• Adhere to internal controls and risk management policies and comply with guidelines.
• Assist with new accounts and issue resolution, serving clients and prospects.

Skills

Interpersonal skills

Communication skills

PC skills

Multi-tasking

Travel flexibility

Education

High School Diploma or equivalent

Tools

Microsoft Office

Job description

Truist Financial Corporation is seeking a Banking Services Associate to deliver a high-quality client experience and accurate handling of transactions. You will educate clients on self-service options and support sales efforts through outbound calls, with a focus on Integrated Relationship Management.

Regular full-time position requiring English fluency and willingness to travel for staffing needs. Weekend/hours flexibility may be required, with comprehensive benefits offered.