Relationship Banker & Sales Support

Truist Financial Corporation

Florida

On-site

USD 30,000 - 42,000

Full time

14 days+

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Benefits offered by this job

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

Job summary

Truist Financial Corporation is seeking a client-focused associate to provide timely, accurate completion of transactions and build trusted client relationships. You will educate clients on digital banking tools, support outbound outreach, and contribute to Integrated Relationship Management efforts.

The role emphasizes teamwork, compliance, and meeting branch needs, with opportunities for training and growth in a dynamic retail banking environment.

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.
  • Ability to master PC keyboard and software for branch automation.
  • Ability to multi-task under time constraints.
  • Proficiency in basic computer applications, including Microsoft Office.
  • Willingness to travel for temporary staffing or locale changes.
  • Ability to work weekends and/or extended hours with some travel.

Responsibilities

  • Provide a distinctive client experience by engaging clients and handling transactions accurately.
  • Educate clients on digital self-service options and enhance service experience.
  • Support sales through outbound client outreach and referrals to branch teams.
  • Understand Integrated Relationship Management (IRM) to deliver Truist solutions.
  • Participate in Retail Community Bank Leadership routines.
  • Pursue product knowledge through trainings and meetings.
  • Adhere to internal controls and risk management policies.
  • Serve as a secondary contact for new accounts and problem resolution.

Skills

Customer service
Relationship building
Multitasking
Interpersonal communication
MS Office

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Truist Financial Corporation is seeking a client-focused associate to provide timely, accurate completion of transactions and build trusted client relationships. You will educate clients on digital banking tools, support outbound outreach, and contribute to Integrated Relationship Management efforts.

The role emphasizes teamwork, compliance, and meeting branch needs, with opportunities for training and growth in a dynamic retail banking environment.

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