Relationship Banking & Service Specialist

Truist; Fort Lauderdale (FL); On-site; USD 36,000 - 48,000; Full time

Job summary

Truist in Fort Lauderdale is seeking a Regular full-time teller/client service associate to provide timely and accurate client transactions while maintaining thorough records and handling money with care.

You will deliver superior service, educate clients on digital and self‑service solutions, participate in outbound outreach, and support Integrated Relationship Management to tailor solutions to each client’s needs while adhering to 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 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.

Responsibilities

• Provide a distinctive client experience with courteous conversation and transactions.
• Educate clients on digital self-service solutions including ATMs, Online and Mobile banking.
• Support sales via outbound calls and identifying client needs.
• Understand Integrated Relationship Management (IRM) to deliver Truist solutions.
• Participate in Retail Community Bank Leadership Routines.
• Advance product knowledge through training and meetings.
• Adhere to controls, procedures and risk management policies.
• Serve as secondary contact for new accounts and problem resolution.

Skills

Interpersonal communication

Customer service

Multi-tasking

PC skills

Education

High school diploma

Tools

Microsoft Office

Job description

Truist in Fort Lauderdale is seeking a Regular full-time teller/client service associate to provide timely and accurate client transactions while maintaining thorough records and handling money with care.

You will deliver superior service, educate clients on digital and self‑service solutions, participate in outbound outreach, and support Integrated Relationship Management to tailor solutions to each client’s needs while adhering to controls and policies.