Relationship Banking Specialist

Truist Wealth

Duluth (GA)

On-site

USD 38,000 - 48,000

Full time

3 days ago
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Benefits offered by this job

Health benefits
401k plan
Paid vacation
Paid sick days
Paid holidays

Job summary

Truist Wealth in Duluth, GA seeks a Regular Teller/Client Service Associate to provide timely completion of client transactions, maintain accurate records, and deliver superior service while uncovering client needs.

You will educate clients on digital self-service options, participate in outbound outreach, support the branch team, and comply with policies to ensure a smooth, secure banking experience.

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 work with PC and branch automation software.
  • Ability to multi-task under time constraints.
  • Proficiency in basic computer applications, such as Microsoft Office.

Responsibilities

  • Provide a distinctive client experience by engaging clients and processing transactions accurately.
  • Educate clients on digital self-service options (ATMs, Online/Mobile banking).
  • Support sales by outbound calls, offers review, and referrals to branch staff.
  • Understand Integrated Relationship Management (IRM) to deliver Truist solutions.
  • Participate in leadership routines and ongoing product knowledge training.
  • Adhere to internal controls and risk management policies.
  • Serve as secondary contact for new accounts and issue resolution.

Skills

Customer service
Sales experience
Interpersonal skills
PC keyboard skills
Multitasking
Microsoft Office
Travel flexibility
Weekend/extended hours

Education

High school diploma or equivalent education

Tools

Microsoft Office

Job description

Truist Wealth in Duluth, GA seeks a Regular Teller/Client Service Associate to provide timely completion of client transactions, maintain accurate records, and deliver superior service while uncovering client needs.

You will educate clients on digital self-service options, participate in outbound outreach, support the branch team, and comply with policies to ensure a smooth, secure banking experience.

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