Customer Banking Advisor - Transactions & Relationships

Truist Wealth; Durham (NC); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401k plan

Paid vacation

Job summary

Truist Financial Corporation in Durham, NC is seeking a Regular Customer Service Teller to provide timely client transactions and maintain accurate records, while delivering superior service that identifies financial needs. You will engage clients, promote digital banking, and support a collaborative sales process across branches.

The role emphasizes adherence to controls, ongoing product knowledge, and optimal client interactions, with flexibility for weekend hours and possible travel between

Qualifications

• High school diploma or equivalent education.
• Two years teller/cash handling or client service experience.
• Six months client relationship building or sales experience.
• Excellent interpersonal and communication skills.
• Ability to master PC keyboard and branch automation software.
• Ability to multi-task under time constraints.
• Proficiency in Microsoft Office applications.
• Willingness to travel for staffing needs, including locale changes.
• Ability to work weekends and/or extended hours with occasional travel/overnights.

Responsibilities

• Provide a distinctive client experience through courteous conversation and accurate transactions.
• Educate clients on digital self-service solutions and online banking.
• Support team sales by outreach and identifying client needs or opportunities.
• Understand Integrated Relationship Management (IRM) to deliver Truist solutions.
• Participate in Retail Community Bank Leadership routines.
• Advance knowledge through training and product knowledge sessions.
• Adhere to internal controls and risk management policies.
• Serve as secondary contact for new accounts and issue resolution.

Skills

Teller experience

Cash handling

Client service

Interpersonal skills

PC skills

Multi-tasking

Microsoft Office

Travel flexibility

Weekend/extended hours

Education

High school diploma or equivalent

Job description

Truist Financial Corporation in Durham, NC is seeking a Regular Customer Service Teller to provide timely client transactions and maintain accurate records, while delivering superior service that identifies financial needs. You will engage clients, promote digital banking, and support a collaborative sales process across branches.

The role emphasizes adherence to controls, ongoing product knowledge, and optimal client interactions, with flexibility for weekend hours and possible travel between