Relationship Banking Specialist: Client Experience & Sales

Truist

Graham (NC)

On-site

USD 34,000 - 42,000

Full time

3 days ago
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Job summary

Truist is seeking a Regular (non-temporary) teller/customer service professional at our Graham, NC branch. You will complete client transactions with accuracy while learning and applying new digital tools.

The role emphasizes delivering a distinctive client experience and supporting outbound outreach alongside branch sales activities. Qualifications include a high school diploma or equivalent, 2+ years in teller or cash handling, and strong interpersonal skills.

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
  • 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
  • Ability to travel for temporary staffing needs including locale changes
  • Ability to work weekends and/or extended hours with occasional travel and overnights

Responsibilities

  • Provide a distinctive client experience by engaging clients in courteous conversations and handling transactions with accuracy.
  • Educate clients on digital self‑service tools (ATMs, Online and Mobile banking).
  • Support sales by outbound client outreach and referrals to the appropriate branch team or specialist.
  • Understand Integrated Relationship Management (IRM) to deliver Truist expertise and solutions.
  • Participate in all components of the Retail Community Bank Leadership routines.
  • Pursue product knowledge through training and meetings to better serve clients.
  • Adhere to internal controls, procedures, and risk management policies.
  • Serve as secondary contact for new accounts and problem resolution, handling workload per branch demands.

Skills

Customer service
Interpersonal skills
Multitasking
PC skills

Education

High school diploma or equivalent education

Tools

Microsoft Office

Job description

Truist is seeking a Regular (non-temporary) teller/customer service professional at our Graham, NC branch. You will complete client transactions with accuracy while learning and applying new digital tools.

The role emphasizes delivering a distinctive client experience and supporting outbound outreach alongside branch sales activities. Qualifications include a high school diploma or equivalent, 2+ years in teller or cash handling, and strong interpersonal skills.

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