Relationship Banking Specialist

Truist Financial Corporation; Florida; On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Medical, dental, vision

Vacation and sick leave

401(k) plan

Life insurance

Job summary

Truist is seeking a Regular, English-speaking team member to handle client transactions and deliver high-quality service while maintaining accurate records. The role includes outbound calling, promoting digital banking, and supporting Integrated Relationship Management (IRM).

Responsibilities span assisting with new accounts, adhering to controls, and contributing to branch sales and service goals. Strong communication and multi-tasking are essential.

Qualifications

• High school diploma or equivalent required.
• Two years teller/cash handling or client service experience.
• Six months client relationship building or sales experience.
• Proficiency in basic computer applications such as Microsoft Office.

Responsibilities

• Provide a distinctive client experience by engaging clients and handling complex and standard transactions.
• Educate clients on digital and self-service solutions (ATMs, Online and Mobile banking).
• Support sales by outbound client outreach and identifying needs or opportunities for referrals.
• Understand Integrated Relationship Management (IRM) to deliver Truist solutions.
• Participate in Retail Community Bank Leadership routines and related activities.
• Attend training on sales, service and product knowledge to advance knowledge.
• Adhere to internal controls and risk management policies and stay updated on policy changes.
• Serve as secondary contact for new account openings and resolve client issues.

Skills

Interpersonal skills

Communication skills

Customer service

Sales awareness

PC software proficiency

Education

High school diploma or equivalent

Job description

Truist is seeking a Regular, English-speaking team member to handle client transactions and deliver high-quality service while maintaining accurate records. The role includes outbound calling, promoting digital banking, and supporting Integrated Relationship Management (IRM).

Responsibilities span assisting with new accounts, adhering to controls, and contributing to branch sales and service goals. Strong communication and multi-tasking are essential.