Personal Banking & Relationship Specialist

Truist Wealth; Smithfield (NC); On-site; USD 32,000 - 46,000; Full time

Benefits offered by this job

Health insurance

401(k) plan

Paid holidays

Job summary

Truist Wealth in Smithfield, NC is seeking a Regular Teller/Client Service Associate to deliver a distinctive client experience and complete transactions accurately while guiding clients on digital banking options.

You will support the sales process, promote IRM practices, participate in training, and uphold internal controls while adapting to branch needs, including weekends and extended hours.

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, including a desire to interact with clients and prospects
• Ability to master personal computer (PC) keyboard and software skills necessary for branch automation
• 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

Responsibilities

• Provide a distinctive client experience by engaging clients and handling transactions with accuracy.
• Educate clients on digital self-service solutions including ATMs, Online and Mobile banking.
• Support sales by outbound client outreach and identifying client needs.
• Understand Integrated Relationship Management (IRM) to deliver Truist solutions.
• Participate in Retail Leadership routines and training.
• Advance product knowledge to better serve clients and prospects.
• Adhere to internal controls and risk management policies.
• Serve as secondary contact for new accounts and problem resolution.

Skills

Customer service

Communication

Technology proficiency

Multi-tasking

Sales experience

Education

High school diploma or equivalent

Tools

Banking software

Microsoft Office

Job description

Truist Wealth in Smithfield, NC is seeking a Regular Teller/Client Service Associate to deliver a distinctive client experience and complete transactions accurately while guiding clients on digital banking options.

You will support the sales process, promote IRM practices, participate in training, and uphold internal controls while adapting to branch needs, including weekends and extended hours.