Relationship Banker: Service, Sales & IRM

Truist Financial Corporation; Belmont (NC); On-site; USD 32,000 - 43,000; Full time

Job summary

Truist in Belmont, NC seeks a Regular full-time team member to provide timely client transactions, maintain accurate records, and handle funds with care. You will deliver superior service while identifying clients' financial needs.

The role is cross-trained to support sales and service, with outbound calls and Integrated Relationship Management (IRM) activities, participation in leadership routines, and ongoing product knowledge training.

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.
• Demonstrated proficiency in basic computer applications.

Responsibilities

• Provide a distinctive client experience by handling transactions and ensuring accurate records.
• Educate clients on digital self-service solutions like ATMs and Online/Mobile banking.
• Support sales with outbound outreach and identify client needs or opportunities.
• Understand Integrated Relationship Management (IRM) to deliver Truist solutions.
• Participate in Retail Community Bank Leadership routines.
• Attend training to advance product knowledge and service delivery.
• Adhere to internal controls and risk management policies.
• Serve as secondary contact for new accounts and issue resolution.

Skills

Client service

Interpersonal skills

Communication

PC keyboard skills

MS Office

Multi-tasking

Outbound calling

Flexibility

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Truist in Belmont, NC seeks a Regular full-time team member to provide timely client transactions, maintain accurate records, and handle funds with care. You will deliver superior service while identifying clients' financial needs.

The role is cross-trained to support sales and service, with outbound calls and Integrated Relationship Management (IRM) activities, participation in leadership routines, and ongoing product knowledge training.