Retail Banking Client Advisor

NAACPJobFinder

Alexandria (VA)

On-site

USD 30,000 - 36,000

Part time

3 days ago
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Benefits offered by this job

Medical, dental, vision insurance
401k plan

Job summary

Truist Financial Corporation is seeking a part-time Universal Banker to deliver exceptional client service, handle transactions, and support sales and IRM activities across branches in the United States. You will educate clients on digital banking, refer opportunities, and maintain accurate records while following internal controls.

The role requires a high school diploma, 2 years teller or service experience, and availability for weekends or extended hours, with potential travel to accommodate

Qualifications

  • High school diploma or equivalent education.
  • Two years teller/cash handling or client service experience.
  • Six months client relationship or sales experience.
  • Excellent interpersonal and communication skills.
  • Ability to use PC keyboard and branch automation software.
  • Ability to multi-task under time constraints.
  • Travel may be required to accommodate staffing needs.
  • Weekend/extended hours work may be required.

Responsibilities

  • Provide distinctive client experience with courteous transactions and needs discovery.
  • Educate clients on digital banking tools (ATM, Online/Mobile).
  • Support sales via outbound calls and client outreach.
  • Understand Integrated Relationship Management (IRM) to deliver Truist solutions.
  • Participate in retail leadership routines and trainings.
  • Advance product knowledge through meetings and classes.
  • Adhere to internal controls and risk management policies.
  • Serve as secondary contact for new account openings and issue resolution.

Skills

Interpersonal communication
Customer service
Multi-tasking
PC skills

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Truist Financial Corporation is seeking a part-time Universal Banker to deliver exceptional client service, handle transactions, and support sales and IRM activities across branches in the United States. You will educate clients on digital banking, refer opportunities, and maintain accurate records while following internal controls.

The role requires a high school diploma, 2 years teller or service experience, and availability for weekends or extended hours, with potential travel to accommodate

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