Retail Banking Relationship Specialist

Truist Financial Corporation; Winston-Salem (NC); Vor Ort; USD 30.000 - 42.000; Vollzeit

Benefits dieser Stelle

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability coverage

401k plan

Paid time off

Zusammenfassung

Truist Financial Corporation in Winston-Salem, NC, is hiring for a Regular, 1st shift banking associate focused on delivering exceptional client service and accurate transactions. You will educate clients on digital banking, support outbound outreach, and participate in IRM activities to tailor Truist solutions to client needs.

The role emphasizes adherence to controls, flexibility in scheduling, and teamwork within a retail banking environment.

Qualifikationen

• High school diploma or equivalent education.
• 2 years teller or cash handling or client service experience.
• 6 months of client relationship building or sales experience.
• Excellent interpersonal and communication skills, including a desire to interact with clients and prospects.
• 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.

Aufgaben

• Provide a distinctive client experience to ensure a consistent service level by engaging clients with smiling, facilitating courteous conversation, conducting both complex and standardized transactions while uncovering needs.
• Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience.
• Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
• Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly deliver Truist expertise and solutions for our clients' unique needs.
• Participate fully in all components of the established Truist Retail Community Bank Leadership Routines.
• Commit to advancing individual and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings and all applicable training classes and web-based learning.
• Adhere to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines.
• Serve as secondary contact for new account openings and problem resolution, offering applicable products and services to clients and prospects. Handles proportionate volume of work based on branch demands.

Kenntnisse

Customer service

Communication skills

Multi-tasking

Attention to detail

PC skills

Ausbildung

High school diploma or equivalent

Tools

Microsoft Office

Jobbeschreibung

Truist Financial Corporation in Winston-Salem, NC, is hiring for a Regular, 1st shift banking associate focused on delivering exceptional client service and accurate transactions. You will educate clients on digital banking, support outbound outreach, and participate in IRM activities to tailor Truist solutions to client needs.

The role emphasizes adherence to controls, flexibility in scheduling, and teamwork within a retail banking environment.