Client Relationship Banker — Sales & Service Pro

Hbcu Connect, Llc; Wilmington (NC); On-site; USD 32,000 - 46,000; Full time

Benefits offered by this job

Medical, dental, vision benefits

Vacation and paid holidays

Pension plan

Restricted stock units

Deferred compensation plan

Job summary

Truist Financial Corporation in the United States seeks a client-focused banking professional to provide accurate transactions and strong service. You will educate clients on digital tools, assist with outbound outreach, and support Integrated Relationship Management to tailor solutions for each customer.

The role emphasizes adherence to controls, cross-training in sales and service, and flexibility for branch demands, including weekend hours and travel as needed.

Qualifications

• High school diploma or equivalent required.
• Two years teller, cash handling or client service experience.
• Six months of client relationship building or sales experience.
• Excellent interpersonal and communication skills.
• Ability to master PC keyboard and software for branch automation.
• Ability to multitask under time constraints.
• Proficiency in basic computer applications such as Microsoft Office.
• Ability to travel to accommodate temporary staffing needs and locale changes.
• Ability to work weekends and/or extended hours with occasional travel and overnights.

Responsibilities

• Provide a distinctive client experience by engaging customers, handling transactions, and meeting client needs.
• Educate clients on digital banking options (ATMs, Online, Mobile).
• Support sales through outbound calls and identify client opportunities.
• Understand Integrated Relationship Management (IRM) and deliver Truist solutions.
• Participate in Retail Community Bank Leadership routines and training.
• Commit to expanding product knowledge through meetings and e-learning.
• Adhere to internal controls and risk management policies to ensure compliance.
• Serve as secondary contact for new account openings and issue resolution.

Skills

Interpersonal communication

Customer service

PC/software skills

Multitasking

Microsoft Office

Travel flexibility

Weekend/ext hours availability

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Truist Financial Corporation in the United States seeks a client-focused banking professional to provide accurate transactions and strong service. You will educate clients on digital tools, assist with outbound outreach, and support Integrated Relationship Management to tailor solutions for each customer.

The role emphasizes adherence to controls, cross-training in sales and service, and flexibility for branch demands, including weekend hours and travel as needed.