Client Relations Banker – IRM & Sales Support

Truist Financial; Cherryville (NC); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401k plan

Paid vacation & sick days

Job summary

Truist Financial in Cherryville, NC is seeking a Regular Teller to provide accurate client transactions and proactive service, helping clients meet financial needs while maintaining strong records and compliance. The role includes educating customers on digital banking, outbound outreach for sales, and collaboration with branch teams to deliver Truist solutions.

The position requires a HS diploma, cash handling experience, and flexibility for varied hours.

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, conducting transactions, and uncovering needs.
• Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking.
• Support team sales process by outbound calls and identifying client needs or opportunities.
• Understand Integrated Relationship Management (IRM) to deliver Truist solutions.
• Participate fully in Retail Community Bank Leadership routines.
• Commit to advancing product knowledge through trainings and meetings.
• Adhere to internal controls and risk management; stay updated on policies.
• Serve as secondary contact for new account openings and issue resolution; handle branch workload.

Skills

Interpersonal skills

Communication

Multi-tasking

PC software skills

Travel willingness

Flexible hours

Education

High school diploma or equivalent education

Tools

Microsoft Office

Job description

Truist Financial in Cherryville, NC is seeking a Regular Teller to provide accurate client transactions and proactive service, helping clients meet financial needs while maintaining strong records and compliance. The role includes educating customers on digital banking, outbound outreach for sales, and collaboration with branch teams to deliver Truist solutions.

The position requires a HS diploma, cash handling experience, and flexibility for varied hours.