Client Relations Banker: Outreach & Digital Banking

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

Benefits offered by this job

Medical, Dental & Vision

401k plan

Paid holidays

Vacation & sick leave

Job summary

Truist is seeking a branch-focused professional in Charlotte, NC to provide timely client transactions and deliver superior service. You will educate clients on digital self-service options and support sales with outbound outreach, while aligning with IRM strategies to tailor Truist solutions.

Join a team that values customer-centricity, compliance with controls, and ongoing product knowledge through training, with opportunities to handle varied branch needs and occasional travel.

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.
• Proficiency in basic computer applications, such as Microsoft Office.
• Ability to travel to accommodate temporary staffing needs and locale changes.

Responsibilities

• Provide a distinctive client experience by engaging clients and handling transactions.
• Educate clients on digital self-service options (ATMs, Online/Mobile banking).
• Support sales through outbound calls and identifying client needs or opportunities.
• Understand Integrated Relationship Management (IRM) to deliver Truist solutions.
• Participate in Retail Community Bank Leadership routines.
• Advance product knowledge through trainings and web-based learning.
• Adhere to internal controls and risk management policies and stay updated on changes.
• Serve as secondary contact for new accounts and problem resolution.

Skills

Interpersonal skills

Communication skills

Multi-tasking

Customer service

Willing to travel

Education

High school diploma or equivalent

Tools

MS Office

Job description

Truist is seeking a branch-focused professional in Charlotte, NC to provide timely client transactions and deliver superior service. You will educate clients on digital self-service options and support sales with outbound outreach, while aligning with IRM strategies to tailor Truist solutions.

Join a team that values customer-centricity, compliance with controls, and ongoing product knowledge through training, with opportunities to handle varied branch needs and occasional travel.