Customer Experience & Relationship Banker

Truist Financial Corporation; Woodlawn (MD); Presencial; USD 46.000 - 53.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401k plan

Paid vacation

Paid holidays

Descripción de la vacante

Truist Financial Corporation is seeking an Universal Banker to provide a distinctive client experience, conduct transactions, and educate clients on digital banking solutions in a branch setting. The role supports relationship-building, cross-selling, and adherence to controls while working with a team to meet branch goals.

The position requires a high school diploma, teller or cash handling experience, and strong communication and multitasking skills.

Formación

• High school diploma or equivalent
• 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 master personal computer (PC) keyboard and software skills
• Ability to multi-task under time constraints
• Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
• Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes
• Ability to work weekends and/or extended hours with occasional travel and overnights may be included

Responsabilidades

• Provide a distinctive client experience to ensure a consistent service level by engaging clients with smiling, facilitating courteous conversation, conducting both complex and standardized transactions while uncovering needs.
• Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience.
• Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
• Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly deliver Truist expertise and solutions for our clients’ unique needs.
• Participate fully in all components of the established Truist Retail Community Bank Leadership Routines.
• Commit to advancing individual and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings and all applicable training classes and web-based learning.
• Adhere to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines.
• Serve as secondary contact for new account openings and problem resolution, offering applicable products and services to clients and prospects. Handles proportionate volume of work based on branch demands.

Conocimientos

Interpersonal skills

Communication skills

Customer service

Multitasking

PC skills

Educación

High school diploma

Herramientas

Microsoft Office

Banking software

Descripción del empleo

Truist Financial Corporation is seeking an Universal Banker to provide a distinctive client experience, conduct transactions, and educate clients on digital banking solutions in a branch setting. The role supports relationship-building, cross-selling, and adherence to controls while working with a team to meet branch goals.

The position requires a high school diploma, teller or cash handling experience, and strong communication and multitasking skills.