Client-Focused Universal Banker: Relationship & Digital Banking

Truist; Bird Fields (SC); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) plan

Paid vacation and sick days

Paid holidays

Job summary

Truist, a leading financial services company, is seeking a customer service–oriented professional for frontline banking duties in the United States. The role focuses on delivering a distinctive client experience, educating clients on digital solutions, and supporting the sales process to identify opportunities.

Responsibilities include handling complex and standard transactions, adhering to policies, and acting as a secondary contact for new accounts.

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.
• Ability to master PC keyboard and software skills necessary for branch automation.
• Ability to multi-task under time constraints.
• Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.

Responsibilities

• Provide a distinctive client experience to ensure a consistent service level by engaging clients with smiling, courteous conversation, conducting both complex and standardized transactions while uncovering needs.
• Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience.
• Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
• Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly deliver Truist expertise and solutions for our clients’ unique needs.
• Participate fully in all components of the established Truist Retail Community Bank Leadership Routines.
• Commit to advancing individual and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings and all applicable training classes and web-based learning.
• Adhere to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines.
• Serve as secondary contact for new account openings and problem resolution, offering applicable products and services to clients and prospects. Handles proportionate volume of work based on branch demands.

Skills

Interpersonal skills

Communication

Multi-tasking

PC proficiency

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Truist, a leading financial services company, is seeking a customer service–oriented professional for frontline banking duties in the United States. The role focuses on delivering a distinctive client experience, educating clients on digital solutions, and supporting the sales process to identify opportunities.

Responsibilities include handling complex and standard transactions, adhering to policies, and acting as a secondary contact for new accounts.