Relationship Banking Specialist

Truist; Town of Charlotte (NY); On-site; USD 36,000 - 52,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401k plan

Vacation days

Sick leave

Paid holidays

Job summary

Truist in New York is seeking a Regular full-time teller/customer service professional to deliver timely, accurate client transactions and help meet financial needs. You will assist with outbound calling and support Integrated Relationship Management (IRM) activities to drive client engagement.

You will educate clients on digital banking options, support branch sales processes, and participate in trainings while following internal controls and policies.

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 to ensure a consistent service level by engaging clients with smiling, facilitating courteous conversation, conducting both complex and standardized transactions while uncovering needs.
• Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience.
• Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities.
• Understand the importance of Integrated Relationship Management to ensure we deliver Truist expertise and solutions for our clients’ unique needs.
• Participate fully in all components of the established Truist Retail Community Bank Leadership Routines.
• Commit to advancing individual and product knowledge to better serve consumer and business clients by attending trainings and web-based learning.
• Adhere to internal controls, operational procedures and risk management policies.
• Serve as secondary contact for new account openings and problem resolution, offering applicable products and services to clients and prospects.

Skills

Interpersonal communication

Multi-tasking

Customer service

Teamwork

Education

High school diploma or equivalent

Job description

Truist in New York is seeking a Regular full-time teller/customer service professional to deliver timely, accurate client transactions and help meet financial needs. You will assist with outbound calling and support Integrated Relationship Management (IRM) activities to drive client engagement.

You will educate clients on digital banking options, support branch sales processes, and participate in trainings while following internal controls and policies.