Retail Banking Client Advisor & IRM Specialist

Truist; Wake Forest (NC); On-site; USD 32,000 - 45,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401k plan

Paid vacation

Paid sick days

Paid holidays

Job summary

Truist is seeking a customer-focused associate to provide timely client transactions and accurate record-keeping. You will educate clients on digital banking tools and support outbound outreach to uncover needs and opportunities.

The role requires weekend hours, basic PC skills, and flexibility for temporary staffing or locale changes. A high school diploma and cash handling experience are expected to be met. Join Truist to deliver strong service in a busy retail environment.

Qualifications

• High school diploma or equivalent.
• Two years teller or cash handling or client service experience.
• Six months of client relationship building or sales experience.
• Excellent interpersonal and communication skills.
• 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 conversation and performing complex and standard transactions while uncovering needs.
• Educate clients on digital and self-service banking solutions to make banking easier.
• Support the sales process through outbound client outreach and referrals to the appropriate branch team members.
• Understand Integrated Relationship Management (IRM) to deliver Truist expertise and solutions.
• Participate in the Retail Community Bank Leadership routines and ongoing training.
• Adhere to internal controls, risk management policies, and keep informed of policy changes.
• Serve as secondary contact for new account openings and resolve client problems, handling workload per branch demands.

Skills

Customer service

Cash handling

Interpersonal communication

Multi-tasking

MS Office

PC keyboard skills

Weekend availability

Travel flexibility

Education

High school diploma

Tools

Microsoft Office

Job description

Truist is seeking a customer-focused associate to provide timely client transactions and accurate record-keeping. You will educate clients on digital banking tools and support outbound outreach to uncover needs and opportunities.

The role requires weekend hours, basic PC skills, and flexibility for temporary staffing or locale changes. A high school diploma and cash handling experience are expected to be met. Join Truist to deliver strong service in a busy retail environment.