Client Relationship & Banking Specialist

Truist Wealth; Dallas (GA); On-site; USD 32,000 - 45,000; Full time

Benefits offered by this job

Medical, dental, vision benefits

401(k) plan

Paid time off

Job summary

Truist Wealth is seeking a Regular (Full-Time) service-oriented professional to handle client transactions, provide a superior customer experience, and educate clients on digital banking tools. The role supports the sales process and requires strong interpersonal skills, attention to detail, and flexibility to meet branch needs.

Responsibilities include guiding clients through complex and standard transactions, promoting online banking, and maintaining accurate records while adhering to

Qualifications

• High school diploma or equivalent.
• 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 master PC keyboard and software for branch automation.
• Ability to multi-task under time constraints.
• Proficiency in basic computer applications (Microsoft Office).
• Ability to travel to accommodate staffing needs and temporary locale changes.

Responsibilities

• Provide distinctive client experience ensuring consistent service levels through courteous conversation and handling transactions.
• Educate clients on digital self-service options (ATMs, Online, Mobile banking).
• Support sales by outreach, offering relevant products, and referring clients to branch staff.
• Understand Integrated Relationship Management to deliver Truist solutions.
• Participate in Retail Community Bank routines and training sessions.
• Advance product knowledge to better serve clients through meetings and training.
• Adhere to internal controls and risk policies and stay updated on procedures.
• Serve as secondary contact for new accounts and problem resolution, handling volume based on branch demand.

Skills

Interpersonal skills

Communication skills

Multi-tasking

Customer service

Education

High school diploma or equivalent

Tools

Microsoft Office

Branch automation software

Job description

Truist Wealth is seeking a Regular (Full-Time) service-oriented professional to handle client transactions, provide a superior customer experience, and educate clients on digital banking tools. The role supports the sales process and requires strong interpersonal skills, attention to detail, and flexibility to meet branch needs.

Responsibilities include guiding clients through complex and standard transactions, promoting online banking, and maintaining accurate records while adhering to