Relationship Banking Specialist

Hbcu Connect, Llc; High Point (NC); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

Life insurance

Disability coverage

401(k) plan

Paid vacation

Paid holidays

Job summary

Truist Financial Corporation is seeking a customer-focused bank associate to provide timely and accurate client service and handle transactions with care. You will assist with outbound outreach, promote digital banking options, and support relationship management activities to address client needs and opportunities.

The role requires English fluency, regular shifts, and the ability to work weekends, with a focus on delivering a superior client experience in a retail banking environment.

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.
• 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.
• Ability to travel to accommodate temporary staffing needs.
• Ability to work weekends and/or extended hours with occasional travel and overnights.

Responsibilities

• Provide a distinctive client experience to ensure a consistent service level by engaging clients with smiling, facilitating courteous conversation, conducting both complex and standardized transactions while uncovering needs.
• Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience.
• Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
• Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly deliver Truist expertise and solutions for our clients unique needs.
• Participate fully in all components of the established Truist Retail Community Bank Leadership Routines.
• Commit to advancing individual and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings and all applicable training classes and web-based learning.
• Adhere to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines.
• Serve as secondary contact for new account openings and problem resolution, offering applicable products and services to clients and prospects. Handles proportionate volume of work based on branch demands.

Skills

Customer service

Interpersonal skills

Outbound calling

PC skills

Communication

Multitasking

Microsoft Office

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Truist Financial Corporation is seeking a customer-focused bank associate to provide timely and accurate client service and handle transactions with care. You will assist with outbound outreach, promote digital banking options, and support relationship management activities to address client needs and opportunities.

The role requires English fluency, regular shifts, and the ability to work weekends, with a focus on delivering a superior client experience in a retail banking environment.