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Truist Wealth is seeking a customer-focused professional to provide timely client transactions, educate on digital banking, and identify opportunities to better serve clients. The role emphasizes accurate record-keeping, adherence to controls, and collaboration with branch teams to deliver Truist solutions.
Responsibilities include handling complex and standard transactions, promoting self-service tools, and supporting a proactive client outreach approach.
Truist Wealth is seeking a customer-focused professional to provide timely client transactions, educate on digital banking, and identify opportunities to better serve clients. The role emphasizes accurate record-keeping, adherence to controls, and collaboration with branch teams to deliver Truist solutions.
Responsibilities include handling complex and standard transactions, promoting self-service tools, and supporting a proactive client outreach approach.