Retail Banking & Relationship Specialist

Truist Financial Corporation; Charlotte (NC); On-site; USD 32,000 - 48,000; Full time

Benefits offered by this job

Medical, dental, vision

Life insurance

401(k) plan

Vacation and paid holidays

Disability coverage

Job summary

Truist Financial Corporation is seeking a detail-oriented Retail Banking Team Member to provide a distinctive client experience, handling complex and standard transactions while identifying client needs. You will educate clients on digital banking options and support sales outreach to improve service levels.

The role emphasizes cross-training, adherence to controls, and participation in leadership routines. Weekend or extended hours may be required, with opportunities for professional growth.

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 multi-task under time constraints.
• 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 handling transactions and uncovering needs.
• Educate clients on digital self-service solutions including ATMs, Online and Mobile banking.
• Support team sales process by outbound calls and identifying client needs or opportunities.
• Understand Integrated Relationship Management (IRM) to deliver Truist expertise and solutions.
• Participate in the Retail Community Bank Leadership routines.
• Advance product knowledge by attending trainings and web-based learning.
• Adhere to internal controls and risk management policies and changes in procedures.
• Serve as secondary contact for new account openings and problem resolution.

Skills

Customer service

Teller experience

Outgoing communication

Interpersonal skills

Multi-tasking

Computer literacy

Education

High school diploma or equivalent

Tools

Microsoft Office

Branch software

Job description

Truist Financial Corporation is seeking a detail-oriented Retail Banking Team Member to provide a distinctive client experience, handling complex and standard transactions while identifying client needs. You will educate clients on digital banking options and support sales outreach to improve service levels.

The role emphasizes cross-training, adherence to controls, and participation in leadership routines. Weekend or extended hours may be required, with opportunities for professional growth.