Relationship Banking Specialist — Client Growth

Truist

Mount Pleasant (SC)

On-site

USD 30,000 - 42,000

Full time

11 days ago
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Job summary

Truist is seeking a Regular, full-time Banking Support role in the United States. The position focuses on delivering excellent client service, educating customers on digital banking tools, and supporting sales and IRM activities. The role may require weekend hours and local travel as needed to meet branch demands.

The ideal candidate will have a high school diploma, client service experience, strong interpersonal skills, and proficiency with basic PC applications.

Qualifications

  • High school diploma or equivalent required.
  • Two years 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 basic PC keyboard and software for branch automation.
  • Ability to multi-task under time constraints.
  • Proficiency in Microsoft Office software.
  • Ability to travel to accommodate temporary staffing needs.
  • Ability to work weekends and extended hours as needed.

Responsibilities

  • Provide a distinctive client experience with courteous transactions and identify client needs.
  • Educate clients on digital self-service solutions (ATMs, Online and Mobile banking).
  • Support sales by outbound client outreach and referrals to branch teams.
  • Understand Integrated Relationship Management (IRM) and Truist solutions for clients.
  • Participate in Retail Community Bank Leadership routines and training.
  • Advance product knowledge through meetings and web-based learning.
  • Adhere to internal controls and risk management policies.
  • Serve as secondary contact for new account openings and issue resolution.

Skills

Interpersonal skills
Communication skills
Multi-tasking
PC and software skills
Travel readiness
Customer service mindset

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Truist is seeking a Regular, full-time Banking Support role in the United States. The position focuses on delivering excellent client service, educating customers on digital banking tools, and supporting sales and IRM activities. The role may require weekend hours and local travel as needed to meet branch demands.

The ideal candidate will have a high school diploma, client service experience, strong interpersonal skills, and proficiency with basic PC applications.

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