Relationship Banking & Service Specialist

Truist Financial Corporation; Charlotte (NC); On-site; USD 21,000 - 30,000; Full time

Benefits offered by this job

Health insurance

401k plan

Paid time off

Paid holidays

Job summary

Truist Financial Corporation seeks a teller to provide an excellent client experience and accurate cash handling in a fast-paced branch in Charlotte, NC. You will guide customers through complex and routine transactions, promote digital banking, and support sales efforts.

The role emphasizes IRM collaboration, adherence to controls, and ongoing product knowledge through training. Weekend/extended hours and occasional travel may be required.

Qualifications

• High school diploma or equivalent required.
• Two years teller or cash handling or client service experience.
• Six months 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 (Microsoft Office).
• Ability to travel to accommodate temporary staffing needs; weekends/extended hours may be required.

Responsibilities

• Provide a distinctive client experience by engaging clients, performing complex and standard transactions, and identifying client needs.
• Educate clients on digital self-service solutions (ATMs, Online/Mobile banking) to enhance service experience.
• Support sales by outbound outreach, checking client offers, and referring to branch team or specialists.
• Understand Integrated Relationship Management (IRM) to deliver Truist expertise and solutions.
• Participate in Truist Retail Community Bank Leadership routines and training sessions.
• Advance product knowledge to serve consumer and business clients.
• Adhere to internal controls, procedures and risk management policies; stay updated on changes.
• Serve as secondary contact for new accounts and issue resolution; manage work volume per branch needs.

Skills

Customer service

Communication

Cash handling

MS Office

Teamwork

Detail oriented

Education

High school diploma or equivalent

Tools

Branch automation software

Job description

Truist Financial Corporation seeks a teller to provide an excellent client experience and accurate cash handling in a fast-paced branch in Charlotte, NC. You will guide customers through complex and routine transactions, promote digital banking, and support sales efforts.

The role emphasizes IRM collaboration, adherence to controls, and ongoing product knowledge through training. Weekend/extended hours and occasional travel may be required.