Retail Banking Advisor

Truist Wealth

Golden Isles (FL)

On-site

USD 32,000 - 42,000

Full time

3 days ago
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Benefits package

Job summary

Truist Financial Corporation seeks a client-focused banking professional to provide timely, accurate transactions and exemplary service in a branch setting. You will educate clients on self-service tools, support the sales process, and uphold strong internal controls.

The role requires weekend and extended hours as needed, with attention to risk management and policy compliance. Prior teller or client services experience is valued.

Qualifications

  • Requires high school diploma or equivalent.
  • Two years teller, cash handling, or client service experience.
  • Six months client relationship building or sales experience.
  • Excellent interpersonal and communication skills.
  • PC keyboard and software skills for branch automation.

Responsibilities

  • Deliver accurate client transactions and maintain records.
  • Educate clients on digital self-service options (ATM, Online/Mobile).
  • Support sales through client outreach and qualification of needs.
  • Understand and apply Integrated Relationship Management (IRM) to serve clients.

Skills

Customer service
Sales experience
Interpersonal skills
Multitasking
Computer literacy

Education

High school diploma

Tools

Microsoft Office

Job description

Truist Financial Corporation seeks a client-focused banking professional to provide timely, accurate transactions and exemplary service in a branch setting. You will educate clients on self-service tools, support the sales process, and uphold strong internal controls.

The role requires weekend and extended hours as needed, with attention to risk management and policy compliance. Prior teller or client services experience is valued.

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