Relationship Banking Specialist

Truist Financial Corporation; Statesville (NC); On-site; USD 34,000 - 42,000; Full time

Job summary

Truist is seeking a Regular, 1st shift Banking Associate to provide timely client transactions, maintain accurate records, and ensure proper handling of all monies. You will deliver a distinctive client experience, engaging customers to understand financial needs and promote self-service options.

You will support sales and service activities through outbound outreach and assist Integrated Relationship Management (IRM) initiatives, while adhering to internal controls and policies.

Qualifications

• High school diploma or equivalent
• Two years of teller or cash handling or client service experience
• Six months of client relationship building or sales experience
• Ability to travel to accommodate temporary staffing needs as required
• Weekend/extended hours availability with travel/overnights may be required

Responsibilities

• Provide a distinctive client experience by engaging clients and facilitating transactions while uncovering client needs
• Educate clients on digital self-service solutions (ATMs, Online/Mobile banking)
• Support sales by outbound client outreach and identifying opportunities for branch staff or specialists
• Understand Integrated Relationship Management (IRM) to deliver Truist expertise and solutions
• Adhere to internal controls, procedures and risk management policies and maintain compliance

Skills

Interpersonal communication

Client service

Multi-tasking

Sales outreach

Relationship building

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Truist is seeking a Regular, 1st shift Banking Associate to provide timely client transactions, maintain accurate records, and ensure proper handling of all monies. You will deliver a distinctive client experience, engaging customers to understand financial needs and promote self-service options.

You will support sales and service activities through outbound outreach and assist Integrated Relationship Management (IRM) initiatives, while adhering to internal controls and policies.