Relationship Banking Specialist

NAACPJobFinder; Lake Wales (FL); Presencial; USD 19.000 - 28.000; Tempo integral

Benefícios oferecidos por esta vaga

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k) plan

Paid holidays

Vacation days

Resumo da vaga

Truist Financial Corporation in Florida is seeking a customer-focused teller and service associate to provide timely client transactions, maintain accurate records, and identify financial needs. You will handle standard and complex transactions with care, while delivering a distinctive client experience.

You will educate clients on digital self-service options, participate in outbound outreach, support Integrated Relationship Management (IRM) activities, and stay compliant with policies.

Qualificações

• High school diploma or equivalent educational background.
• 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 for branch automation.
• Ability to multi-task under time constraints.
• Proficiency in basic computer applications (Microsoft Office).
• Ability to travel for temporary staffing needs as required.
• Willingness to work weekends and extended hours with possible travel/overnights.

Responsabilidades

• Provide a distinctive client experience with courteous conversations and accurate handling of transactions.
• Educate clients on digital self-service solutions including ATMs and Online/Mobile banking.
• Support sales by outbound client outreach and identifying needs or opportunities.
• Understand Integrated Relationship Management (IRM) to deliver Truist expertise.
• Participate in the Retail Community Bank Leadership routines.
• Attend training to advance product knowledge and service capabilities.
• Adhere to internal controls, procedures, and risk management policies.
• Serve as secondary contact for new account openings and problem resolution.

Conhecimentos

Client service

Interpersonal skills

Communication

PC & Microsoft Office

Time management

Availability on weekends

Formação

High school diploma

Ferramentas

Microsoft Office

Descrição da vaga

Truist Financial Corporation in Florida is seeking a customer-focused teller and service associate to provide timely client transactions, maintain accurate records, and identify financial needs. You will handle standard and complex transactions with care, while delivering a distinctive client experience.

You will educate clients on digital self-service options, participate in outbound outreach, support Integrated Relationship Management (IRM) activities, and stay compliant with policies.