Client Success Banker — Build Relationships & Digital Banking

Truist Wealth

Tifton (GA)

On-site

USD 21,000 - 25,000

Full time

2 days ago
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Benefits offered by this job

Medical insurance
Dental insurance
Vision insurance
Life insurance
Disability insurance
401k plan
Paid vacation
Sick days
Paid holidays

Job summary

Truist Wealth in Georgia seeks a Regular full-time Teller/Client Service Associate to provide timely client transactions, maintain accurate records, and handle monies with integrity while delivering superior service and identifying financial needs.

You will educate clients on digital banking, support sales initiatives, and collaborate with branch teams to ensure compliance, risk controls, and a seamless customer experience across self-service and in-branch channels.

Qualifications

  • High school diploma or equivalent education.
  • Two years of teller or cash handling or client service experience.
  • Six months of client relationship building or sales experience.
  • Excellent interpersonal and communication skills, including a desire to interact with clients and prospects.
  • Ability to master PC keyboard and software for branch automation.
  • Ability to multi-task under time constraints.
  • Demonstrated proficiency in basic computer applications, such as Microsoft Office.
  • Ability to travel to accommodate temporary staffing needs.
  • Ability to work weekends and/or extended hours with occasional travel and overnights.

Responsibilities

  • Provide a distinctive client experience by engaging clients with courteous conversation and handling complex and standardized transactions.
  • Educate clients on digital, self-service solutions (ATMs, Online/Mobile banking).
  • Support team sales by outbound calls and identifying client needs or opportunities.
  • Understand Integrated Relationship Management (IRM) to deliver Truist expertise and solutions.
  • Participate in all components of the Retail Community Bank Leadership routines.
  • Advance product knowledge through training and meetings.
  • Adhere to internal controls and risk management policies and stay updated on policies.
  • Serve as secondary contact for new accounts and problem resolution.

Skills

Excellent interpersonal and коммуника?
Client-focused service
Multi-tasking ability
PC/software proficiency
Travel flexibility
Weekend/extended hours availability

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Truist Wealth in Georgia seeks a Regular full-time Teller/Client Service Associate to provide timely client transactions, maintain accurate records, and handle monies with integrity while delivering superior service and identifying financial needs.

You will educate clients on digital banking, support sales initiatives, and collaborate with branch teams to ensure compliance, risk controls, and a seamless customer experience across self-service and in-branch channels.

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