Client Relationship Banker – Retail Banking Expert

Truist; Philadelphia (Philadelphia County); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Medical benefits

401(k) plan

Paid time off

Career growth opportunities

Job summary

Truist in Philadelphia seeks a customer-service oriented associate to process client transactions, maintain accurate records, and support sales and service activities. You will engage clients, explain digital banking tools, and assist with outbound outreach to identify needs and opportunities.

The role emphasizes working with Integrated Relationship Management (IRM) to deliver tailored Truist solutions, with occasional extended hours to meet branch demand. Strong communication skills required.

Qualifications

• High school diploma or equivalent education.
• Two years teller or cash handling or client service experience.
• Six months client relationship building or sales experience.
• Excellent interpersonal and communication skills.

Responsibilities

• Provide a distinctive client experience with accurate handling of transactions.
• Educate clients on digital and self-service banking options.
• Support sales through outbound calls and client referrals.
• Understand Integrated Relationship Management (IRM) to tailor client solutions.
• Adhere to internal controls and updated policies.

Skills

Customer service

Interpersonal communication

Multitasking

Sales awareness

Education

High school diploma or equivalent

Job description

Truist in Philadelphia seeks a customer-service oriented associate to process client transactions, maintain accurate records, and support sales and service activities. You will engage clients, explain digital banking tools, and assist with outbound outreach to identify needs and opportunities.

The role emphasizes working with Integrated Relationship Management (IRM) to deliver tailored Truist solutions, with occasional extended hours to meet branch demand. Strong communication skills required.