Personal Banking & Relationship Specialist

Truist Bank; United States; On-site; USD 46,000 - 53,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401k plan

Paid holidays

Vacation days

Sick days

Job summary

Truist Bank in the United States seeks a Universal Banker to provide timely client transactions, maintain accurate records, and deliver a high-quality service experience. You will help clients understand digital tools and assist with outbound calling and IRM activities to uncover financial needs.

The role supports branch teams, participates in community bank routines, and requires strong interpersonal skills, basic PC proficiency, and weekend/extended hours when needed.

Qualifications

• High school diploma or equivalent education.
• Two years teller or cash handling or client service experience.
• Six months client relationship building or sales experience.
• Excellent interpersonal and communication skills.
• Ability to master PC keyboard and branch automation software.
• Ability to multitask under time constraints.
• Proficiency in basic computer applications (Microsoft Office).
• Willingness to travel for temporary staffing needs and shifts.

Responsibilities

• Provide a distinctive client experience with courteous service and accurate handling of transactions.
• Educate clients on digital self-service tools (ATMs, Online/Mobile banking).
• Support sales through outbound calls and identifying client needs.
• Understand Integrated Relationship Management (IRM) and apply it to client solutions.
• Participate in Retail Community Bank routines and training.
• Advance product knowledge and attend relevant meetings/training.
• Adhere to internal controls and risk management policies.
• Serve as secondary contact for new accounts and issue resolution.

Skills

Customer service

Sales

Interpersonal skills

Multitasking

PC skills

Microsoft Office

Travel flexibility

Weekend/extended hours

Education

High school diploma

Tools

Microsoft Office

Job description

Truist Bank in the United States seeks a Universal Banker to provide timely client transactions, maintain accurate records, and deliver a high-quality service experience. You will help clients understand digital tools and assist with outbound calling and IRM activities to uncover financial needs.

The role supports branch teams, participates in community bank routines, and requires strong interpersonal skills, basic PC proficiency, and weekend/extended hours when needed.