Relationship Banking Specialist – Client Outreach & Service

Truist; Concord (NC); On-site; USD 32,000 - 42,000; Full time

Job summary

Truist is seeking a customer-focused team member to provide timely service and accurate completion of client transactions. You will advise on digital channels and assist with outbound outreach while supporting sales opportunities.

The role emphasizes IRM alignment and compliance with policies, contributing to a positive consumer banking experience. Ideal candidates bring strong communication skills, high school education, and readiness to travel or work varied hours.

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.
• 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.
• Willingness to travel for temporary staffing needs and potential weekends/extended hours.

Responsibilities

• Provide a distinctive client experience by engaging clients and conducting transactions.
• Educate clients on digital self-service solutions (ATM, Online, Mobile).
• Support sales by outbound client outreach and identifying needs.
• Understand Integrated Relationship Management (IRM) to deliver Truist solutions.
• Participate in Retail Community Bank Leadership routines.
• Attend training to advance product knowledge.
• Adhere to internal controls and risk policies.

Skills

Customer service

Sales ability

Interpersonal skills

Multitasking

MS Office

Education

High school diploma or equivalent

Tools

Banking software

Job description

Truist is seeking a customer-focused team member to provide timely service and accurate completion of client transactions. You will advise on digital channels and assist with outbound outreach while supporting sales opportunities.

The role emphasizes IRM alignment and compliance with policies, contributing to a positive consumer banking experience. Ideal candidates bring strong communication skills, high school education, and readiness to travel or work varied hours.