Relationship Banking Specialist

Truist; Dallas (TX); On-site; USD 38,000 - 46,000; Full time

Job summary

Truist in Dallas, TX seeks a customer-focused teller/ client service professional. You will handle transactions, promote digital banking tools, and support the sales process while learning Integrated Relationship Management (IRM) to tailor solutions for clients and prospects.

The role emphasizes building strong client relationships, working within branch operations, and committing to regulatory controls and training to advance in retail banking.

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 personal computer (PC) keyboard and software skills necessary for branch automation.
• Ability to travel to accommodate temporary staffing needs as required to include 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 by handling transactions and identifying client needs.
• Educate clients on digital self-service solutions (ATMs, Online and Mobile banking).
• Support team sales by outbound client outreach and referrals.
• Understand Integrated Relationship Management (IRM) for tailored client solutions.
• Participate in Retail Community Bank Leadership routines and training.
• Adhere to internal controls and risk management policies.
• Serve as secondary contact for new account openings and problem resolution.

Skills

Customer service

Interpersonal communication

Multi-tasking

PC software skills

Sales experience

Travel flexibility

Weekend availability

Education

High school diploma or equivalent

Tools

Microsoft Office

Branch automation software

Job description

Truist in Dallas, TX seeks a customer-focused teller/ client service professional. You will handle transactions, promote digital banking tools, and support the sales process while learning Integrated Relationship Management (IRM) to tailor solutions for clients and prospects.

The role emphasizes building strong client relationships, working within branch operations, and committing to regulatory controls and training to advance in retail banking.