Retail Banker: Client Advisor & IRM Support

TalentAlly; Charlotte (NC); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401k plan

Paid vacation

Paid holidays

Sick days

Job summary

Truist Financial Corporation is seeking a Regular Teller to provide timely client transactions, maintain accurate records, and deliver courteous service. You will educate clients on digital banking tools and support outbound calling to identify client needs and opportunities.

The role emphasizes adherence to controls, continuous product knowledge, and participation in Retail Community Bank Leadership routines.

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 by engaging clients with courteous conversations and handling complex and standardized transactions.
• Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking.
• Support team sales process through outbound calls and identifying client needs.
• Understand Integrated Relationship Management (IRM) to deliver Truist expertise and solutions.
• Participate in all components of Truist Retail Community Bank Leadership Routines.
• Advance knowledge through sales, service and training sessions and web-based learning.
• Adhere to internal controls, procedures, and risk management policies.
• Serve as secondary contact for new account openings and problem resolution.

Skills

Interpersonal communication

Client service

Multitasking

Team collaboration

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Truist Financial Corporation is seeking a Regular Teller to provide timely client transactions, maintain accurate records, and deliver courteous service. You will educate clients on digital banking tools and support outbound calling to identify client needs and opportunities.

The role emphasizes adherence to controls, continuous product knowledge, and participation in Retail Community Bank Leadership routines.