Relationship Banking Specialist

Hbcu Connect, Llc; Charlotte (NC); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Medical, dental, vision benefits

Paid vacation and sick days

401(k) plan

Job summary

Truist Financial Corporation is seeking a customer-focused associate to handle client transactions and maintain accurate records while supporting outbound calling and IRM activities. You will deliver superior service and guide clients toward digital self-service solutions, contributing to a seamless banking experience.

The role emphasizes building relationships, learning products, and collaborating with team members to meet branch needs.

Qualifications

• High school diploma or equivalent.
• Two years teller or cash handling or client service experience.
• Six months of client relationship building or sales experience.
• Excellent interpersonal and communication skills.
• Ability to multi-task under time constraints.
• Proficiency in basic computer applications, such as Microsoft Office.
• Willingness to travel for temporary staffing needs.
• Ability to work weekends and/or extended hours.

Responsibilities

• Provide a distinctive client experience by engaging clients and handling complex and standard transactions.
• Educate clients on digital self-service solutions (ATMs, Online and Mobile banking).
• Support sales through outbound calls and identifying client needs or opportunities.
• Understand Integrated Relationship Management (IRM) to deliver Truist expertise.
• Participate in the Retail Community Bank Leadership routines.
• Advance product knowledge via training and meetings.
• Adhere to internal controls and risk management policies.
• Serve as secondary contact for new accounts and problem resolution.

Skills

Interpersonal skills

Communication skills

Multi-tasking

Customer service

Proficiency in MS Office

Education

High school diploma or equivalent

Tools

Microsoft Office

Branch automation software

Job description

Truist Financial Corporation is seeking a customer-focused associate to handle client transactions and maintain accurate records while supporting outbound calling and IRM activities. You will deliver superior service and guide clients toward digital self-service solutions, contributing to a seamless banking experience.

The role emphasizes building relationships, learning products, and collaborating with team members to meet branch needs.