Relationship Banking Specialist

Truist Wealth; Cleveland (TN); On-site; USD 32,000 - 46,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401(k) plan

Paid vacation

Paid holidays

Sick days

Job summary

Truist Wealth is seeking a customer-focused teller/relationship associate in the United States. You will deliver a distinctive client experience by handling transactions, promoting digital banking tools, and uncovering client needs.

You will support sales efforts via outbound calls, participate in IRM activities, and attend training to stay current with policies and products. The role requires flexibility to meet branch demands and occasional travel.

Qualifications

• High school diploma or equivalent education.
• 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 navigate PC keyboard and software for branch automation.
• Ability to travel to accommodate staffing needs and extended hours.
• Weekend work with occasional travel may be required.

Responsibilities

• Provide a distinctive client experience and handle complex and standard transactions.
• Educate clients on digital/self-service solutions to enhance service.
• Support sales process through outbound calls and identifying client needs.
• Understand Integrated Relationship Management (IRM) to deliver Truist solutions.
• Participate in leadership routines and ongoing product knowledge training.
• Adhere to controls, policies, and risk management; ensure compliance.
• Serve as secondary contact for new accounts and issue resolution.

Skills

Interpersonal skills

Communication skills

Customer service

Sales experience

Multi-tasking

Relationship building

Education

High school diploma or equivalent

Tools

Microsoft Office Suite

Banking software

Job description

Truist Wealth is seeking a customer-focused teller/relationship associate in the United States. You will deliver a distinctive client experience by handling transactions, promoting digital banking tools, and uncovering client needs.

You will support sales efforts via outbound calls, participate in IRM activities, and attend training to stay current with policies and products. The role requires flexibility to meet branch demands and occasional travel.