Client Relationship Banker

Truist Wealth

Whitehall (Lehigh County)

On-site

USD 36,000 - 48,000

Full time

3 days ago
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Benefits offered by this job

Medical, dental, vision insurance
401(k) plan
Paid vacation and sick leave
Paid holidays

Job summary

Truist Wealth seeks a customer-oriented teller/associate to handle client transactions with accuracy and care. You will educate clients on digital banking options, participate in sales outreach, and support branch leadership routines to ensure a superior client experience.

The role requires strong interpersonal skills, weekend/extended hours availability, and ability to travel for staffing needs. Knowledge of Microsoft Office and banking procedures is essential.

Qualifications

  • High school diploma or equivalent education.
  • Two years teller or cash handling or client service experience.
  • Six months of client relationship building or sales experience.
  • Excellent interpersonal and communication skills.
  • Ability to travel to accommodate temporary staffing needs.
  • Ability to work weekends and extended hours with occasional travel and overnights may be included.
  • Proficiency in basic computer applications such as Microsoft Office.

Responsibilities

  • Provide a distinctive client experience and handle transactions with accuracy.
  • Educate clients on digital self-service solutions (ATMs, Online/Mobile banking).
  • Support team sales through client outreach and needs assessment.
  • Understand Integrated Relationship Management (IRM) to deliver Truist expertise.
  • Participate in Truist Retail Community Bank Leadership routines.
  • Attend training and build product knowledge to serve clients.
  • Adhere to internal controls, procedures, and risk management policies.
  • Serve as secondary contact for new accounts and problem resolution.

Skills

Interpersonal skills
Excellent communication
Microsoft Office
Multi-tasking
Travel flexibility
Weekend/extended hours
Customer service

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Truist Wealth seeks a customer-oriented teller/associate to handle client transactions with accuracy and care. You will educate clients on digital banking options, participate in sales outreach, and support branch leadership routines to ensure a superior client experience.

The role requires strong interpersonal skills, weekend/extended hours availability, and ability to travel for staffing needs. Knowledge of Microsoft Office and banking procedures is essential.

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