Client Relationship Banker: Digital Banking & Sales

Truist Wealth; Washington (District of Columbia); On-site; USD 46,000 - 55,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401k plan

Paid time off

Job summary

Truist Wealth in Washington, DC seeks a Universal Banker to deliver a consistent client experience and handle complex and routine transactions. The role promotes digital banking, educates clients, and supports sales outreach while adhering to risk and policy guidelines.

Requirements include a high school diploma, 2 years cash handling or client service, and 6 months of sales experience. Weekend and travel flexibility may be needed, with a base salary in the stated range.

Qualifications

• High school diploma or equivalent required.
• Two years teller/cash handling or client service experience.
• Six months client relationship building or sales experience.
• Excellent interpersonal and communication skills.
• Ability to use PC and branch automation software.
• Ability to multi-task under time constraints.
• Proficiency with basic MS Office applications.
• Ability to travel for temporary staffing and locale changes.
• Weekend/extended hours availability may be required.

Responsibilities

• Provide a distinctive client experience and handle complex and standard transactions.
• Educate clients on digital self-service and online banking options.
• Assist in client outreach, identify needs, and refer to branch team members.
• Promote Integrated Relationship Management to deliver Truist solutions.
• Engage in the Retail Community Bank Leadership routines.
• Pursue training to improve product knowledge and client service.
• Follow internal controls and policies to ensure compliance.
• Serve as secondary contact for new accounts and issue resolution.

Skills

Interpersonal skills

Communication skills

Customer service

PC skills

Multi-tasking

Microsoft Office

Mobility/travel

Weekends/extended hours

Education

High school diploma

Job description

Truist Wealth in Washington, DC seeks a Universal Banker to deliver a consistent client experience and handle complex and routine transactions. The role promotes digital banking, educates clients, and supports sales outreach while adhering to risk and policy guidelines.

Requirements include a high school diploma, 2 years cash handling or client service, and 6 months of sales experience. Weekend and travel flexibility may be needed, with a base salary in the stated range.