Relationship Banker — Client Solutions & Outreach

Truist

Mint Hill (NC)

On-site

USD 32,000 - 45,000

Full time

2 days ago
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Job summary

Truist is hiring for a Regular, full-time position in the United States. This role focuses on delivering a distinctive client experience, educating customers on digital banking options, and supporting sales through outbound calls.

The job emphasizes adherence to internal controls and risk management. The candidate will engage clients, identify needs, and guide them to appropriate branch teammates or specialists.

Qualifications

  • High school diploma or equivalent.
  • Two years teller/cash handling or client service experience.
  • Six months of client relationship building or sales experience.
  • 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 high level of service while handling complex and standard transactions.
  • Educate clients on digital self-service options (ATMs, Online/Mobile banking).
  • Support sales through outbound calls and referrals to branch teams or specialists.
  • Understand Integrated Relationship Management (IRM) to deliver Truist expertise and solutions.
  • Participate in Retail Community Bank Leadership routines and training sessions.
  • Adhere to policies, controls, and risk management guidelines.

Skills

Interpersonal skills
Communication skills
Multi-tasking
PC and software skills

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Truist is hiring for a Regular, full-time position in the United States. This role focuses on delivering a distinctive client experience, educating customers on digital banking options, and supporting sales through outbound calls.

The job emphasizes adherence to internal controls and risk management. The candidate will engage clients, identify needs, and guide them to appropriate branch teammates or specialists.

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