Relationship Banking Specialist

Truist Financial Corporation; Calhoun (KY); On-site; USD 32,000 - 48,000; Full time

Job summary

Truist Financial Corporation is seeking a Retail Teller/Client Service Associate to provide a high-quality client experience and accurate, thorough handling of all monies. You will engage with clients during transactions, educate them on digital banking, and support sales and service activities to meet client needs.

The role emphasizes Integrated Relationship Management (IRM) to deliver Truist solutions, with opportunities to participate in leadership routines and ongoing 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, 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, including 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 to ensure a consistent service level by engaging clients with smiling, courteous conversation, and handling transactions.
• Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking to enhance their service experience.
• Support team sales process by outbound calls, checking for client offers, and identifying client needs or opportunities.
• Understand the importance of Integrated Relationship Management (IRM) to deliver Truist expertise and solutions for clients’ needs.
• Participate fully in all components of the Truist Retail Community Bank Leadership routines.
• Commit to advancing individual and product knowledge by attending training classes and web-based learning.
• Adhere to internal controls, operational procedures and risk management policies; stay informed of changes to ensure compliance.
• Serve as secondary contact for new account openings and problem resolution, offering applicable products and services.

Skills

Interpersonal communication

Customer service

Multi-tasking

PC skills (Microsoft Office)

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Truist Financial Corporation is seeking a Retail Teller/Client Service Associate to provide a high-quality client experience and accurate, thorough handling of all monies. You will engage with clients during transactions, educate them on digital banking, and support sales and service activities to meet client needs.

The role emphasizes Integrated Relationship Management (IRM) to deliver Truist solutions, with opportunities to participate in leadership routines and ongoing training.