Relationship Banking Specialist

Truist Financial Corporation; Catonsville (MD); On-site; USD 46,000 - 53,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

Life insurance

Disability insurance

401k plan

Job summary

Truist Financial Corporation in Catonsville, MD is seeking a Universal Banker to deliver a distinctive client experience, assist with transactions, and educate customers on digital banking options. You will engage clients, uncover needs, and support branch teams to meet sales and service goals.

This role requires a high school diploma, 2 years teller or client service experience, strong communication and PC skills, and availability for weekends or extended hours with occasional travel.

Qualifications

• Two years of teller, 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 travel to accommodate temporary staffing needs.
• Willingness to work weekends and/or extended hours with occasional travel and overnights.

Responsibilities

• Provide a distinctive client experience to ensure a consistent service level by engaging clients with smiling, facilitating courteous conversation, conducting both complex and standardized transactions while uncovering needs.
• Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience.
• Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
• Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly deliver Truist expertise and solutions for our clients’ unique needs.
• Participate fully in all components of the established Truist Retail Community Bank Leadership Routines.
• Commit to advancing individual and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings and all applicable training classes and web-based learning.
• Adhere to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines.
• Serve as secondary contact for new account openings and problem resolution, offering applicable products and services to clients and prospects. Handles proportionate volume of work based on branch demands.

Skills

Customer service

Communication

Multi-tasking

PC literacy

Sales experience

Education

High school diploma

Tools

Microsoft Office

Job description

Truist Financial Corporation in Catonsville, MD is seeking a Universal Banker to deliver a distinctive client experience, assist with transactions, and educate customers on digital banking options. You will engage clients, uncover needs, and support branch teams to meet sales and service goals.

This role requires a high school diploma, 2 years teller or client service experience, strong communication and PC skills, and availability for weekends or extended hours with occasional travel.