Relationship Banking Specialist

Truist; Tennessee; On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401k plan

Paid holidays and vacation

Job summary

Truist is seeking team members to deliver a superior client experience at our retail branch locations. You will engage clients with courteous conversations, facilitate transactions, and help educate customers on digital and self-service banking options.

You will support sales efforts through outbound outreach and referrals to specialists while following risk and policy guidelines. As part of the Truist Retail team, you will participate in leadership routines, pursue ongoing product knowledge,

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, including a desire to interact with clients and prospects.
• 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.

Responsibilities

• Provide a distinctive client experience by engaging clients with courteous conversation and facilitating transactions.
• Educate clients on digital and self-service banking solutions.
• Support team sales by outbound calls, offers checks, and referral to branch specialists.
• Support Integrated Relationship Management (IRM) to deliver Truist solutions.
• Participate in Retail Community Bank Leadership routines and training sessions.
• Adhere to internal controls and risk management policies and stay updated on changes.
• Serve as secondary contact for new account openings and problem resolution.

Skills

Customer service

Sales experience

Communication skills

PC skills

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Truist is seeking team members to deliver a superior client experience at our retail branch locations. You will engage clients with courteous conversations, facilitate transactions, and help educate customers on digital and self-service banking options.

You will support sales efforts through outbound outreach and referrals to specialists while following risk and policy guidelines. As part of the Truist Retail team, you will participate in leadership routines, pursue ongoing product knowledge,