Relationship Banking Specialist

Truist Wealth; Warrington Township (Bucks County); 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 vacation

Paid sick days

Paid holidays

Job summary

Truist Wealth is seeking a Regular full-time team member to provide timely and accurate client transaction completion and ensure proper handling of all monies. The role emphasizes delivering superior service, identifying client needs, and educating clients on digital banking options to enhance their experience.

The position requires strong interpersonal skills, a background in teller or client service, and the ability to multitask while maintaining compliance with internal controls and

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.
• Excellent interpersonal and communication skills, including a desire to interact with clients and prospects.
• Ability to master PC keyboard and software for branch automation.
• Ability to multi-task under time constraints.
• Proficiency in basic computer applications, such as Microsoft Office.

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 by fulfilling the need or referring the client to the appropriate branch team members or specialist.
• Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly 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 sales, service and product knowledge meetings and all applicable training classes and web-based learning.
• Adhere to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines.
• Serve as secondary contact for new account openings and problem resolution, offering applicable products and services to clients and prospects. Handles proportionate volume of work based on branch demands.

Skills

Interpersonal skills

Communication

Multi-tasking

PC literacy

Sales experience

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Truist Wealth is seeking a Regular full-time team member to provide timely and accurate client transaction completion and ensure proper handling of all monies. The role emphasizes delivering superior service, identifying client needs, and educating clients on digital banking options to enhance their experience.

The position requires strong interpersonal skills, a background in teller or client service, and the ability to multitask while maintaining compliance with internal controls and