Relationship Banking Specialist

Truist Wealth; Hickory (NC); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401k plan

Paid vacation

Paid holidays

Job summary

Truist Wealth seeks a customer-focused associate to deliver accurate transaction processing and superior service. You will educate clients on digital tools, support sales outreach, and help identify opportunities while maintaining compliance with internal controls.

The role emphasizes relationship-building with clients, flexibility in hours, and collaboration with branch teams to meet customer needs.

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 travel or relocate for staffing needs and flexible hours.

Responsibilities

• Provide a distinctive client experience and execute transactions with accuracy.
• Educate clients on digital self-service options (ATMs, Online/Mobile banking).
• Support sales by outreach and identifying client needs for referrals.
• Understand Integrated Relationship Management to deliver Truist solutions.
• Adhere to controls and risk policies; participate in training and meetings.

Skills

Customer service

Cash handling

Sales experience

Interpersonal skills

PC proficiency

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Truist Wealth seeks a customer-focused associate to deliver accurate transaction processing and superior service. You will educate clients on digital tools, support sales outreach, and help identify opportunities while maintaining compliance with internal controls.

The role emphasizes relationship-building with clients, flexibility in hours, and collaboration with branch teams to meet customer needs.