Client-Focused Universal Banker & Relationship Builder

Truist

Raleigh (NC)

On-site

USD 32,000 - 42,000

Full time

5 days ago
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Benefits offered by this job

Medical, dental, vision, lifeinsurance
401k plan
Paid vacation & sick days

Job summary

Truist is seeking a Regular Full-Time Teller/Client Service Associate in Raleigh, NC. You will handle client transactions, promote digital banking, and identify financial needs while delivering a superior client experience.

Key duties include outbound client outreach, cross-selling opportunities, and supporting Integrated Relationship Management, with a focus on accuracy, compliance, and teamwork within the Retail Community Bank environment.

Qualifications

  • High school diploma or equivalent education.
  • Two years of teller or cash handling or client service experience.
  • Six months of client relationship building or sales experience.
  • Excellent interpersonal and communication skills, including a desire to interact with clients and prospects.
  • Ability to master PC keyboard and software for branch automation.
  • Ability to multi-task under time constraints.
  • Travel to accommodate temporary staffing needs as required; weekends/extended hours may be required.

Responsibilities

  • Provide a distinctive client experience by engaging clients and handling transactions while uncovering needs.
  • Educate clients on digital self-service solutions including ATMs and Online/Mobile banking.
  • Support sales by outbound calls and identifying client needs or referring to branch teammates.
  • Understand Integrated Relationship Management to deliver Truist expertise.
  • Participate in Retail Community Bank Leadership routines.
  • Attend training to advance product knowledge and service delivery.
  • Adhere to internal controls and risk management policies.
  • Serve as secondary contact for new account openings and problem resolution.

Skills

Interpersonal skills
Multi-tasking
PC keyboard proficiency
Microsoft Office

Education

High school diploma or equivalent

Job description

Truist is seeking a Regular Full-Time Teller/Client Service Associate in Raleigh, NC. You will handle client transactions, promote digital banking, and identify financial needs while delivering a superior client experience.

Key duties include outbound client outreach, cross-selling opportunities, and supporting Integrated Relationship Management, with a focus on accuracy, compliance, and teamwork within the Retail Community Bank environment.

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