Retail Banking & Relationship Specialist

Truist Financial Corporation; Elkin (NC); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Medical benefits

Dental & vision insurance

401(k) plan with match

Paid time off

Job summary

Truist Financial Corporation is seeking a Branch Associate to deliver a distinctive client experience, perform both complex and standard transactions, and educate clients on digital banking tools. The role includes outbound outreach to identify client needs and refers opportunities to branch specialists as appropriate.

Candidates should excel in customer service, communication, and relationship-building, with flexibility to work weekends and travel as needed within the branch network.

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 master personal computer (PC) keyboard and software skills necessary for branch automation.
• 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 and handling complex or standardized transactions.
• Educate clients on digital, self-service solutions including ATMs and Online/Mobile banking.
• Support team sales by outbound calls, checking offers, and identifying client needs or opportunities.
• Understand Integrated Relationship Management (IRM) to deliver Truist expertise and solutions.
• Participate in Retail Community Bank Leadership routines.
• Advance knowledge via training and meetings.
• Adhere to internal controls and risk management policies.
• Serve as secondary contact for new accounts and problem resolution.

Skills

Interpersonal skills

Communication skills

Customer service

Multitasking

PC and software skills

Microsoft Office

Travel flexibility

Weekend/extended hours availability

Teller/cash handling

Relationship building (sales)

Education

High school diploma or equivalent

Job description

Truist Financial Corporation is seeking a Branch Associate to deliver a distinctive client experience, perform both complex and standard transactions, and educate clients on digital banking tools. The role includes outbound outreach to identify client needs and refers opportunities to branch specialists as appropriate.

Candidates should excel in customer service, communication, and relationship-building, with flexibility to work weekends and travel as needed within the branch network.