Client-Focused Universal Banker: Sales & Service Pro

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

Job summary

Truist is seeking a Regular, 1st shift team member in Charlotte, NC to provide timely client transactions with accurate records and secure handling of all funds. The role emphasizes delivering superior service, educating clients on digital banking, and supporting sales and IRM activities.

Responsibilities include complex and standard transactions, outbound client outreach, and staying aligned with IRM to meet clients' unique needs while participating in leadership routines and ongoing training.

Qualifications

• High school diploma or equivalent education.
• Two years teller/cash handling or client service experience.
• Six months client relationship building or sales experience.
• Excellent interpersonal and communication skills.
• Ability to master PC keyboard and software for branch automation.
• Ability to multi-task under time constraints.
• Proficiency in basic computer applications (Microsoft Office).
• Willingness to travel for temporary staffing and locale changes.
• Ability to work weekends and extended hours with travel overnight.

Responsibilities

• Provide a distinctive client experience and perform both complex and standard transactions.
• Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking.
• Support team sales by outbound calls and identifying client needs or opportunities.
• Understand Integrated Relationship Management (IRM) to deliver Truist expertise and solutions.
• Participate in the Truist Retail Community Bank Leadership routines.
• Advance product knowledge through training and meetings.
• Adhere to internal controls, procedures, and risk management policies.
• Serve as secondary contact for new account openings and problem resolution.

Skills

Interpersonal skills

Communication skills

Multi-tasking

PC skills

Travel flexibility

Weekend/extended hours

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Truist is seeking a Regular, 1st shift team member in Charlotte, NC to provide timely client transactions with accurate records and secure handling of all funds. The role emphasizes delivering superior service, educating clients on digital banking, and supporting sales and IRM activities.

Responsibilities include complex and standard transactions, outbound client outreach, and staying aligned with IRM to meet clients' unique needs while participating in leadership routines and ongoing training.