Customer Banking & Solutions Advisor

Truist Wealth; Boca Raton (FL); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

401(k) plan

Job summary

Truist Wealth in Boca Raton, FL, is seeking a Regular full-time teller/CSR to provide timely, accurate client transactions and maintain records while delivering superior service. You will engage clients warmly, uncover needs, and support everyday banking with care and professionalism.

The role includes educating clients on digital self-service tools, assisting with account openings, and staying compliant with internal controls.

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.
• Ability to multi-task under time constraints.
• Proficiency in basic computer applications.

Responsibilities

• Provide a distinctive client experience by engaging clients and handling transactions accurately.
• Educate clients on digital self-service options including ATMs, Online and Mobile banking.
• Support sales by outreach and referrals to branch team members or specialists.
• Understand Integrated Relationship Management (IRM) to deliver Truist solutions.
• Adhere to internal controls and risk management policies, staying compliant.
• Serve as secondary contact for new account openings and problem resolution.

Skills

Client service

Interpersonal skills

Multi-tasking

Education

High school diploma or equivalent

Tools

MS Office

Branch software

Job description

Truist Wealth in Boca Raton, FL, is seeking a Regular full-time teller/CSR to provide timely, accurate client transactions and maintain records while delivering superior service. You will engage clients warmly, uncover needs, and support everyday banking with care and professionalism.

The role includes educating clients on digital self-service tools, assisting with account openings, and staying compliant with internal controls.