Relationship Banker & Digital Banking Advocate

Truist; West Palm Beach (FL); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401k plan

Vacation days

Sick days

Paid holidays

EEO and Drug-Free Workplace

Job summary

Truist in West Palm Beach, FL is seeking a Regular customer service professional to handle client transactions, maintain accurate records, and deliver high-quality service. You will assist with outbound calls and support Integrated Relationship Management (IRM) activities while providing proactive financial guidance.

The role emphasizes delivering a distinctive client experience, educating clients on digital banking options, and adhering to internal controls and policies.

Qualifications

• High school diploma or equivalent education.
• 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 personal computer (PC) keyboard and software skills necessary for branch automation.
• Ability to multi-task under time constraints.
• Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
• Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes.
• Ability to work weekends and/or extended hours with occasional travel and overnights may be included.
• One year of client relationship building or sales experience.
• Knowledge of advanced or complex branch transactions, risk management and loss prevention
• Experience with sourcing and prospecting for new clients and client relationship building
• General understanding of bank operations, policies and procedures

Responsibilities

• Provide a distinctive client experience to ensure a consistent service level by engaging clients with smiling, facilitating courteous conversation, conducting both complex and standardized transactions while uncovering needs. Performs more complex transactions with assistance as necessary.
• Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience.
• Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
• Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly deliver Truist expertise and solutions for our clients’ unique needs.
• Participate fully in all components of the established Truist Retail Community Bank Leadership Routines.
• Commit to advancing individual and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings and all applicable training classes and web-based learning.
• Adhere to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines.
• Serve as secondary contact for new account openings and problem resolution, offering applicable products and services to clients and prospects. Handles proportionate volume of work based on branch demands.

Skills

Interpersonal skills

Multitasking

PC skills

Microsoft Office

Customer service

Outbound calling

Relationship building

Education

High school diploma or equivalent

Tools

Branch automation software

Job description

Truist in West Palm Beach, FL is seeking a Regular customer service professional to handle client transactions, maintain accurate records, and deliver high-quality service. You will assist with outbound calls and support Integrated Relationship Management (IRM) activities while providing proactive financial guidance.

The role emphasizes delivering a distinctive client experience, educating clients on digital banking options, and adhering to internal controls and policies.