Relationship Banking & Service Specialist

Hbcu Connect, Llc; Takoma Park (MD); On-site; USD 46,000 - 55,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401k plan

Paid vacation 10 days

Sick days 10 days

Job summary

Truist Financial Corporation is seeking a Universal Banker to provide timely client transactions, maintain accurate records, and deliver superior service. You will assist with outbound calls, educate clients on digital solutions, and support Integrated Relationship Management (IRM) activities.

Key duties include handling new accounts, following risk controls, and participating in leadership routines. The role requires a high school diploma and 2 years teller or client service experience, with

Qualifications

• High school diploma or equivalent education.
• Two years teller or cash handling or client service experience.
• Six months client relationship building or sales experience.
• Excellent interpersonal and communication skills and desire to interact with clients.
• Ability to master PC keyboard and software for branch automation.
• Ability to multi-task under time constraints.
• Proficiency in basic computer applications (Microsoft Office).
• Travel to accommodate temporary staffing needs as required.
• Ability to work weekends and/or extended hours with occasional travel.

Responsibilities

• Provide a distinctive client experience with courteous conversations and handle complex and standard transactions.
• Educate clients on digital banking options like ATMs, Online and Mobile banking.
• Support sales by outbound calls and identifying client needs or opportunities.
• Understand Integrated Relationship Management (IRM) to deliver Truist expertise.
• Participate in Retail Community Bank Leadership routines.
• Advance product knowledge through training and meetings.
• Adhere to internal controls and risk management policies.
• Serve as secondary contact for new account openings and problem resolution.

Skills

Interpersonal skills

Communication skills

Multi-tasking

PC skills / Office

Travel flexibility

Customer service

Education

High school diploma

Tools

Microsoft Office

Job description

Truist Financial Corporation is seeking a Universal Banker to provide timely client transactions, maintain accurate records, and deliver superior service. You will assist with outbound calls, educate clients on digital solutions, and support Integrated Relationship Management (IRM) activities.

Key duties include handling new accounts, following risk controls, and participating in leadership routines. The role requires a high school diploma and 2 years teller or client service experience, with