Client Relationship & Banking Specialist

Truist; Northcreek Commons (TN); On-site; USD 34,000 - 46,000; Full time

Benefits offered by this job

Medical, dental, vision

401k plan

Paid time off

Job summary

Truist is hiring for a branch-focused role focused on delivering exceptional client experiences. The position involves handling transactions, educating customers on digital banking tools, and supporting a sales-driven environment while aligning with IRM strategies.

Ideal candidates bring strong interpersonal skills, basic banking knowledge, and the ability to multi-task in a fast-paced branch setting with occasional travel to cover staffing needs.

Qualifications

• High school diploma or equivalent required.
• 2 years teller/cash handling or client service experience.
• 6 months client relationship building or sales experience.

Responsibilities

• Provide a distinctive client experience with courteous conversations and multi-step transactions.
• Educate clients on digital banking options and self-service tools.
• Assist in sales outreach and identify client needs for referrals.
• Understand and apply Integrated Relationship Management (IRM) principles.

Skills

Customer service

Sales

Banking operations

MS Office

Education

High school diploma or equivalent

Tools

Banking software

Microsoft Office

Job description

Truist is hiring for a branch-focused role focused on delivering exceptional client experiences. The position involves handling transactions, educating customers on digital banking tools, and supporting a sales-driven environment while aligning with IRM strategies.

Ideal candidates bring strong interpersonal skills, basic banking knowledge, and the ability to multi-task in a fast-paced branch setting with occasional travel to cover staffing needs.