Universal Banker: Client Experience & Outreach

Habitat For Humanity Of Durham; Durham (NC); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Medical, dental and vision coverage

Life insurance and disability

401k plan

Paid holidays and vacation days

Sick days and PTO

Job summary

Truist Financial Corporation is seeking a client-focused teller/support specialist in Durham to deliver outstanding service while processing transactions and advancing digital banking solutions. You will engage clients, educate them on self-service options, and assist with outbound outreach to uncover needs and opportunities.

The role emphasizes adherence to policies, ongoing product knowledge development, and flexible scheduling including weekends to support branch demand.

Qualifications

• High school diploma or equivalent education.
• Two years teller, cash handling, or client service experience.
• Six months client relationship or sales experience desirable.
• Excellent interpersonal and communication skills for client interactions.
• Ability to master PC keyboard and branch automation software.
• Ability to multi-task under time constraints.
• Proficiency in basic computer applications such as Microsoft Office.
• Willingness to travel for temporary staffing and locale changes.
• Willingness to work weekends and/or extended hours with possible travel.

Responsibilities

• Provide a distinctive client experience with courteous conversation and accurate transaction handling.
• Educate clients on digital self-service solutions and online banking.
• Support sales through outbound calls and referrals to branch specialists.
• Understand Integrated Relationship Management (IRM) to deliver Truist solutions.
• Participate in Retail Community Bank Leadership routines.
• Attend training to advance product knowledge for consumer and business clients.
• Adhere to internal controls and risk management policies.
• Serve as secondary contact for new accounts and issue resolution.

Skills

Interpersonal skills

Communication skills

Multi-tasking

PC & software skills

Travel flexibility

Weekend/evening availability

Education

High school diploma

Two years teller/cash handling experience

Six months client relationship/sales experience

Tools

Microsoft Office

Banking software

Job description

Truist Financial Corporation is seeking a client-focused teller/support specialist in Durham to deliver outstanding service while processing transactions and advancing digital banking solutions. You will engage clients, educate them on self-service options, and assist with outbound outreach to uncover needs and opportunities.

The role emphasizes adherence to policies, ongoing product knowledge development, and flexible scheduling including weekends to support branch demand.