Retail Banking Advisor: Client Outreach & IRM

Truist; Centreville (VA); On-site; USD 46,000 - 55,000; Full time

Job summary

Truist is seeking an Universal Banker to provide a distinctive client experience, process transactions accurately, and promote digital banking solutions. The role supports the sales process through outbound calls and IRM initiatives, while maintaining compliance with controls and policies.

The position emphasizes relationship-building with clients, cross-training for sales and service activities, and ongoing product knowledge development to meet diverse banking needs.

Qualifications

• High school diploma or equivalent required.
• Two years teller/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.
• Proficient in basic computer applications such as Microsoft Office.
• Ability to travel to accommodate temporary staffing needs; weekends/extended hours may be required.

Responsibilities

• Provide a distinctive client experience with courteous interactions and accurate transactions.
• Educate clients on digital banking options (ATMs, Online/Mobile banking).
• Support sales through outbound calls, assessing client needs and directing to suitable team members.
• Understand Integrated Relationship Management (IRM) to deliver Truist solutions.
• Participate in branch leadership routines and training sessions.
• Advance product knowledge to better serve consumer and business clients.
• Adhere to internal controls, policies, and risk management guidelines.
• Serve as secondary contact for new account openings and issue resolution.

Skills

Interpersonal skills

Communication skills

Multi-tasking

PC/Keyboard skills

MS Office

Travel flexibility

Customer service

Education

High school diploma or equivalent

Tools

Branch automation software

Job description

Truist is seeking an Universal Banker to provide a distinctive client experience, process transactions accurately, and promote digital banking solutions. The role supports the sales process through outbound calls and IRM initiatives, while maintaining compliance with controls and policies.

The position emphasizes relationship-building with clients, cross-training for sales and service activities, and ongoing product knowledge development to meet diverse banking needs.