Relationship Banking Specialist

Truist; Mint Hill (NC); Presencial; USD 32.000 - 42.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical insurance

Dental insurance

Vision insurance

401k plan

Vacation & sick days

Descripción de la vacante

Truist is seeking a customer-focused service professional to deliver a distinctive client experience at our branch. You will handle transactions, educate clients on digital tools, and assist in outbound client outreach to uncover opportunities.

The role emphasizes IRM collaboration, adherence to controls, and ongoing product knowledge development. Weekend and extended hours may be required, with occasional travel.

Formación

• High school diploma or equivalent.
• 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 master PC keyboard and software used for branch automation.
• Ability to multi-task under time constraints.
• Proficiency in basic computer applications (Microsoft Office).
• Ability to travel to accommodate temporary staffing needs.
• Ability to work weekends and/or extended hours with occasional travel and overnights.

Responsabilidades

• Provide a distinctive client experience and handle complex and standardized transactions while uncovering client needs.
• Educate clients on digital and self-service solutions (ATMs, Online/Mobile banking).
• Support team sales by outbound calls and identifying client opportunities or referrals.
• Understand Integrated Relationship Management (IRM) to deliver Truist expertise and solutions.
• Participate in branch leadership routines and training sessions.
• Adhere to internal controls, policies, and risk management guidelines.
• Serve as secondary contact for new account openings and problem resolution.

Conocimientos

Interpersonal skills

Communication

Multitasking

Customer service mindset

PC/Software familiarity

Educación

High school diploma or equivalent

Herramientas

Microsoft Office

Descripción del empleo

Truist is seeking a customer-focused service professional to deliver a distinctive client experience at our branch. You will handle transactions, educate clients on digital tools, and assist in outbound client outreach to uncover opportunities.

The role emphasizes IRM collaboration, adherence to controls, and ongoing product knowledge development. Weekend and extended hours may be required, with occasional travel.