Relationship Banker: Client Care & Digital Solutions

Truist Wealth; Charlotte (NC); On-site; USD 34,000 - 52,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401k plan

Paid vacation

Paid holidays

Job summary

Truist Wealth is seeking a customer-focused banking professional in Charlotte to handle client transactions and provide high-quality service. You will guide clients through digital tools, identify needs, and support sales processes while maintaining accurate records and compliance with policies.

The role emphasizes relationship-building, teamwork, and ongoing product knowledge to better serve both consumer and business clients. Regular/full-time shifts and weekend availability may apply.

Qualifications

• Two years of teller or cash handling or client service experience.
• Excellent interpersonal and communication skills.
• Ability to multi-task under time constraints.
• Demonstrated proficiency in basic computer applications.

Responsibilities

• Provide a distinctive client experience and conduct transactions.
• Educate clients on digital self-service solutions.
• Support team sales through client outreach and needs identification.
• Understand Integrated Relationship Management (IRM) to deliver Truist expertise.

Skills

Teller experience

Customer service

Interpersonal skills

PC keyboard proficiency

Multi-tasking

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Truist Wealth is seeking a customer-focused banking professional in Charlotte to handle client transactions and provide high-quality service. You will guide clients through digital tools, identify needs, and support sales processes while maintaining accurate records and compliance with policies.

The role emphasizes relationship-building, teamwork, and ongoing product knowledge to better serve both consumer and business clients. Regular/full-time shifts and weekend availability may apply.