Personal Banking & Relationship Specialist

Truist Wealth; Eastover (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

401(k) plan

Paid vacation

Paid sick days

Paid holidays

Job summary

Truist Wealth is seeking a client-focused professional to efficiently process client transactions and maintain precise records, while identifying clients' financial needs. You will educate clients on digital banking options and support the sales process by referring opportunities to the appropriate branch team.

The role emphasizes adherence to controls and policies, ongoing product knowledge, and flexibility to cover varying branch demands, including weekends or extended hours as needed.

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 master PC keyboard and software for branch automation.
• Ability to multi-task under time constraints.
• Proficiency in basic computer applications, such as Microsoft Office.
• Ability to travel to accommodate temporary staffing needs as required, including locale changes.
• Ability to work weekends and/or extended hours with occasional travel and overnights.

Responsibilities

• Provide a distinctive client experience with a consistently high service level.
• Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking.
• Support team sales by identifying client needs or opportunities and referring to the branch team.
• Understand Integrated Relationship Management to deliver Truist expertise and solutions.
• Participate in Truist Retail Community Bank Leadership routines.
• Advance product knowledge through training and meetings.
• Adhere to internal controls and risk management policies.
• Serve as secondary contact for new accounts and problem resolution, handling volume as needed.

Skills

Interpersonal skills

Communication skills

PC literacy

Multi-tasking

Microsoft Office

Travel flexibility

Weekend/extended hours

Sales experience

Teller/cash handling

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Truist Wealth is seeking a client-focused professional to efficiently process client transactions and maintain precise records, while identifying clients' financial needs. You will educate clients on digital banking options and support the sales process by referring opportunities to the appropriate branch team.

The role emphasizes adherence to controls and policies, ongoing product knowledge, and flexibility to cover varying branch demands, including weekends or extended hours as needed.