Relationship Banker: Elevate Client Experience

Truist; Virginia Beach (VA); On-site; USD 46,000 - 52,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401k

Paid vacation

Sick days

Paid holidays

Job summary

Truist in Virginia Beach is seeking a Universal Banker to provide a distinctive client experience by handling transactions, educating clients on digital banking, and identifying financial needs. The role includes supporting outbound outreach and contributing to Integrated Relationship Management (IRM) activities to expand client relationships.

The position requires a high school diploma, 2 years of teller or cash handling or client service experience, and strong interpersonal skills.

Qualifications

• High school diploma or equivalent required.
• Two years of teller, cash handling, or client service experience preferred.
• Six months of client relationship building or sales experience recommended.
• Excellent interpersonal and communication skills are essential.
• Ability to use PC keyboard and software for branch automation.
• Willingness to travel and work weekends or extended hours as needed.

Responsibilities

• Provide a distinctive client experience by handling transactions and understanding client needs.
• Educate clients on digital/banking solutions to improve service experience.
• Support outbound client outreach and identify opportunities for branch staff or specialists.
• Understand and apply Integrated Relationship Management (IRM) concepts to serve clients.

Skills

Customer service

Outbound outreach

Interpersonal communication

Multitasking

PC/Office software

Education

High school diploma or equivalent education

Job description

Truist in Virginia Beach is seeking a Universal Banker to provide a distinctive client experience by handling transactions, educating clients on digital banking, and identifying financial needs. The role includes supporting outbound outreach and contributing to Integrated Relationship Management (IRM) activities to expand client relationships.

The position requires a high school diploma, 2 years of teller or cash handling or client service experience, and strong interpersonal skills.