Relationship Banking Specialist

Truist Financial; Hampton (SC); On-site; USD 32,000 - 52,000; Full time

Job summary

Truist Financial is seeking a detail-oriented team member to handle teller and client service duties, ensuring accurate transactions and complete records while delivering a superior banking experience.

The role includes cross-training to support sales, outbound calling, and Integrated Relationship Management (IRM) activities, with adherence to risk controls and policy guidelines. Training and weekend hours may be required.

Qualifications

• High school diploma or equivalent education required.
• Two years teller or cash handling or client service experience preferred.
• Six months of client relationship building or sales experience.
• Excellent interpersonal and communication skills to interact with clients and prospects.
• Ability to master PC keyboard and software for branch automation.
• Ability to multi-task under time constraints.
• Proficiency in basic computer applications such as Microsoft Office.
• Willingness to travel for temporary staffing needs or locale changes.
• Ability to work weekends and/or extended hours with occasional travel and overnights.

Responsibilities

• Provide a distinctive client experience with courteous conversation and accurate transactions.
• Educate clients on digital self-service solutions to enhance service experience.
• Support sales process through outbound calls and client outreach.
• Understand Integrated Relationship Management (IRM) to deliver Truist solutions.
• Participate in Truist Retail Community Bank Leadership routines.
• Attend training and improve product knowledge to serve clients.
• Adhere to internal controls and risk management policies.
• Serve as secondary contact for new account openings and issue resolution.

Skills

Customer service

Communication skills

Multi-tasking

PC skills

Travel readiness

Education

High school diploma

Tools

Microsoft Office

Job description

Truist Financial is seeking a detail-oriented team member to handle teller and client service duties, ensuring accurate transactions and complete records while delivering a superior banking experience.

The role includes cross-training to support sales, outbound calling, and Integrated Relationship Management (IRM) activities, with adherence to risk controls and policy guidelines. Training and weekend hours may be required.