Relationship Banking Specialist

Truist; Lake Worth (TX); On-site; USD 35,000 - 55,000; Full time

Benefits offered by this job

Health insurance

401k plan

Paid vacation

Paid sick days

Job summary

Truist Financial Corporation in Lake Worth, TX is seeking a Regular full-time Banking Specialist who delivers timely client transactions, maintains accurate records, and identifies financial needs with a focus on outstanding service.

You will educate clients on digital banking, support outbound outreach, and participate in IRM activities while adhering to internal controls and branch procedures. Flexibility for weekends and occasional travel is required.

Qualifications

• High school diploma or equivalent.
• 2 years teller, cash handling, or client service experience.
• 6 months client relationship building or sales experience.
• Excellent interpersonal and communication skills.
• Ability to use PC and branch automation software.
• Ability to multi-task under time constraints.
• Proficient in Microsoft Office.
• Willing to travel to accommodate temporary staffing needs.
• Willing to work weekends or extended hours with possible travel.

Responsibilities

• Provide a distinctive client experience with courteous conversations and efficient transactions.
• Educate clients on digital self-service solutions (ATMs, Online and Mobile banking).
• Support sales via client outreach and identifying needs.
• Understand Integrated Relationship Management (IRM) to deliver Truist solutions.
• Participate in Retail Community Bank Leadership Routines.
• Attend sales, service and product knowledge meetings and training classes.
• Adhere to internal controls and risk management policies.
• Serve as secondary contact for new account openings and problem resolution.

Skills

Interpersonal skills

Communication

Multitasking

Customer service

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Truist Financial Corporation in Lake Worth, TX is seeking a Regular full-time Banking Specialist who delivers timely client transactions, maintains accurate records, and identifies financial needs with a focus on outstanding service.

You will educate clients on digital banking, support outbound outreach, and participate in IRM activities while adhering to internal controls and branch procedures. Flexibility for weekends and occasional travel is required.