Client-Focused Universal Banker: Service, Sales & IRM

Truist

Kinston (NC)

On-site

USD 32,000 - 42,000

Full time

13 days ago

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Benefits offered by this job

Medical benefits
Vacation & sick days
401k plan
Paid holidays

Job summary

Truist is seeking a client-focused team member to handle a variety of teller and customer service transactions while building relationships with clients. You will guide customers through digital banking options, participate in outbound calls, and refer opportunities to specialists to meet client needs.

The role emphasizes adherence to internal controls, risk management, and availability for extended hours, including weekends and occasional travel, to support branch operations and customer

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 personal computer (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.
  • Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes.
  • Ability to work weekends and/or extended hours with occasional travel and overnights may be included.

Responsibilities

  • Provide a distinctive client experience by engaging clients with courteous conversation and handling transactions.
  • Educate clients on digital, self-service banking options (ATMs, Online/Mobile).
  • Support sales by outbound calls, offers review, and referrals to branch team or specialists.
  • Understand Integrated Relationship Management (IRM) to deliver Truist expertise.
  • Participate in the Retail Community Bank Leadership routines and training sessions.
  • Maintain policies, procedures and risk controls; stay informed of changes.
  • Serve as secondary contact for new accounts and problem resolution; handle branch workload.

Skills

Interpersonal skills
Communication skills
Multi-tasking
Client service experience
Sales experience

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Truist is seeking a client-focused team member to handle a variety of teller and customer service transactions while building relationships with clients. You will guide customers through digital banking options, participate in outbound calls, and refer opportunities to specialists to meet client needs.

The role emphasizes adherence to internal controls, risk management, and availability for extended hours, including weekends and occasional travel, to support branch operations and customer

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