Relationship Banker & Client Advocate

Truist; North Carolina; On-site; USD 32,000 - 46,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401k plan

Vacation and sick leave

Job summary

Truist Financial Corporation in the United States seeks a Retail Customer Service Associate to deliver a distinctive client experience, handling complex and standard transactions while educating clients on digital solutions. You will uncover needs and refer to branch specialists as needed.

The role supports sales through outbound calls, embraces Integrated Relationship Management (IRM), and participates in routine leadership and training to deepen product knowledge.

Qualifications

• Excellent interpersonal and communication skills.
• Ability to master PC keyboard and software for branch automation.
• Ability to multi-task under time constraints.

Responsibilities

• Provide a distinctive client experience with a consistent service level.
• Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking.
• Support team sales by outreaching to clients and identifying needs or opportunities.
• Understand Integrated Relationship Management (IRM) to deliver Truist expertise.
• Participate in leadership routines and complete training to advance product knowledge.
• Adhere to internal controls and risk policies to ensure compliance.
• Serve as secondary contact for new account openings and issue resolution.

Skills

Interpersonal skills

Communication

PC literacy

Multi-tasking

Office software

Travel flexibility

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Truist Financial Corporation in the United States seeks a Retail Customer Service Associate to deliver a distinctive client experience, handling complex and standard transactions while educating clients on digital solutions. You will uncover needs and refer to branch specialists as needed.

The role supports sales through outbound calls, embraces Integrated Relationship Management (IRM), and participates in routine leadership and training to deepen product knowledge.