Relationship Banking Specialist: Client Experience Outreach

Gamma Phi Omega International; Brentwood (TN); On-site; USD 32,000 - 46,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability coverage

401k plan

Paid vacation

Paid holidays

Sick days

Job summary

Truist Financial Corporation is seeking a results-driven teller/relationship associate to deliver a high-quality client experience. You will handle transactions, educate clients on digital banking, and support outbound outreach to identify client needs while aligning with Integrated Relationship Management (IRM) goals.

You will participate in leadership routines, pursue ongoing product knowledge, and ensure compliance with internal controls and risk 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 personal computer (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 and courteous conversation; conduct transactions.
• Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking.
• Support team sales by outbound client outreach and identifying needs or opportunities.
• Understand the Integrated Relationship Management (IRM) approach to deliver Truist expertise and solutions.
• Participate in the Truist Retail Community Bank Leadership routines.
• Advance knowledge through sales, service and product training.
• Adhere to internal controls, procedures and risk management policies.
• Serve as secondary contact for new account openings and problem resolution.

Skills

Excellent interpersonal and communic0

Multi-tasking under pressure

PC keyboard and branch automation

Microsoft Office proficiency

Travel for staffing needs

Weekend/extended hours availability

Education

High school diploma or equivalent education

Tools

Microsoft Office

Job description

Truist Financial Corporation is seeking a results-driven teller/relationship associate to deliver a high-quality client experience. You will handle transactions, educate clients on digital banking, and support outbound outreach to identify client needs while aligning with Integrated Relationship Management (IRM) goals.

You will participate in leadership routines, pursue ongoing product knowledge, and ensure compliance with internal controls and risk policies.