Relationship Banking Specialist

Truist Financial Corporation; Huntington (WV); On-site; USD 32,000 - 45,000; Full time

Job summary

Truist Financial Corporation is seeking a frontline associate to provide a distinctive client experience, guiding customers through transactions and digital self-service tools. You’ll support sales through outbound outreach and help identify client needs, while learning the Integrated Relationship Management approach.

The role requires strong communication, multi-tasking, and PC skills, with weekend and extended hours possible.

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.
• Ability to master PC keyboard and software skills necessary for branch automation.
• Ability to multi-task under time constraints.
• Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
• Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes.
• Ability to work weekends and/or extended hours with occasional travel and overnights may be included.

Responsibilities

• Provide a distinctive client experience to ensure a consistent service level by engaging clients with smiling, courteous conversation, and handling transactions.
• Educate clients on digital and self-service solutions including ATMs, Online and Mobile banking.
• Support team sales process by outbound client outreach and identifying needs or opportunities.
• Understand the importance of Integrated Relationship Management (IRM) to deliver Truist expertise.
• Participate in Truist Retail Community Bank Leadership routines and training.
• Advance product knowledge to better serve consumer and business clients.
• Adhere to internal controls, procedures and risk management policies and stay updated on changes.
• Serve as secondary contact for new account openings and problem resolution, handling workflow per branch demands.

Skills

Interpersonal communication

Multi-tasking

PC skills

Customer service

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Truist Financial Corporation is seeking a frontline associate to provide a distinctive client experience, guiding customers through transactions and digital self-service tools. You’ll support sales through outbound outreach and help identify client needs, while learning the Integrated Relationship Management approach.

The role requires strong communication, multi-tasking, and PC skills, with weekend and extended hours possible.