Relationship Banker: Client Experience & Banking Solutions

Truist Financial Corporation

Holden Beach (NC)

On-site

USD 34,000 - 48,000

Full time

4 days ago
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Benefits offered by this job

Medical insurance
Dental insurance
Vision insurance
Life insurance
Disability coverage
401k plan
Paid vacation
Paid sick days
Paid holidays
Pension plan
Restricted stock units
Deferred compensation

Job summary

Truist Financial Corporation in North Carolina seeks a Regular Retail Associate to deliver a distinctive client experience, assist with everyday banking needs, and guide customers through digital self-service options.

This role emphasizes outbound outreach, teamwork, adherence to controls, and ongoing product knowledge through training, with weekend/extended hours and occasional travel as needed.

Qualifications

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

Responsibilities

  • Provide a distinctive client experience by engaging clients with courteous conversation and facilitating transactions.
  • Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking.
  • Support team sales process by participating in client outreach and referrals.
  • Understand Integrated Relationship Management (IRM) to deliver Truist expertise and solutions.
  • Participate in Retail Community Bank Leadership routines.
  • Advance product knowledge through training and meetings.
  • Adhere to internal controls and risk management policies and stay informed of policy changes.
  • Serve as secondary contact for new account openings and problem resolution.

Skills

Teller experience
Client relationship sales
Customer service
Interpersonal skills
Multi-tasking
MS Office

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Truist Financial Corporation in North Carolina seeks a Regular Retail Associate to deliver a distinctive client experience, assist with everyday banking needs, and guide customers through digital self-service options.

This role emphasizes outbound outreach, teamwork, adherence to controls, and ongoing product knowledge through training, with weekend/extended hours and occasional travel as needed.

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