Relationship Banking Specialist — Elevate Client Experience

Truist Wealth; Falls Church (VA); On-site; USD 46,000 - 55,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401k plan

Paid vacation and holidays

Job summary

Truist Wealth in Falls Church, VA is seeking a Universal Banker to deliver a distinctive client experience by handling complex and standard transactions and uncovering client needs. You will guide customers in digital banking tools and participate in outbound outreach to identify opportunities.

The role emphasizes relationship management and ongoing learning. Required are a high school diploma, 2 years of teller/service experience, 6 months in client relationships or sales, plus strong

Qualifications

• High school diploma or equivalent education.
• Two years 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 necessary for branch automation.
• Ability to multi-task under time constraints.
• Proficient in Microsoft Office.

Responsibilities

• Provide a distinctive client experience with courteous conversation and accurate transactions.
• Educate clients on digital self-service banking options to enhance service.
• Support team sales via outbound outreach and referrals.
• Understand Integrated Relationship Management to deliver Truist expertise.
• Participate in branch leadership routines and trainings.
• Adhere to policies and risk management guidelines.
• Assist as secondary contact for new accounts and issue resolution.

Skills

Interpersonal skills

Communication skills

Multitasking

PC/software skills

Education

High school diploma or equivalent

Job description

Truist Wealth in Falls Church, VA is seeking a Universal Banker to deliver a distinctive client experience by handling complex and standard transactions and uncovering client needs. You will guide customers in digital banking tools and participate in outbound outreach to identify opportunities.

The role emphasizes relationship management and ongoing learning. Required are a high school diploma, 2 years of teller/service experience, 6 months in client relationships or sales, plus strong