Relationship Banking Specialist

Truist Financial; Savannah (GA); On-site; USD 32,000 - 45,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401k

Job summary

Truist Financial in Savannah, GA, is seeking a Regular full-time Teller/Client Service Specialist to handle client transactions, maintain accurate records, and identify financial needs. You will assist with outbound outreach and support Integrated Relationship Management (IRM) to tailor solutions for clients.

You will educate clients on digital banking options, contribute to sales activities, and collaborate with branch teams to ensure compliant, high-quality service while participating in

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.
• One year of client relationship building or sales experience.
• Knowledge of advanced or complex branch transactions, risk management and loss prevention.
• Experience with sourcing and prospecting for new clients and client relationship building.

Responsibilities

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

Skills

Client service

Cash handling

Sales experience

Interpersonal communication

Multitasking

Microsoft Office

Education

High school diploma or equivalent

Job description

Truist Financial in Savannah, GA, is seeking a Regular full-time Teller/Client Service Specialist to handle client transactions, maintain accurate records, and identify financial needs. You will assist with outbound outreach and support Integrated Relationship Management (IRM) to tailor solutions for clients.

You will educate clients on digital banking options, contribute to sales activities, and collaborate with branch teams to ensure compliant, high-quality service while participating in