Universal Banker - Client Experience & Solutions

Truist Wealth; Bluffton (SC); On-site; USD 32,000 - 42,000; Full time

Job summary

Truist Wealth is seeking a customer-focused team member in Bluffton, SC to provide timely and accurate client transactions and build lasting relationships. You will educate clients on digital banking, support sales efforts, and ensure compliance with policies while delivering superior service.

The role requires high school completion, 2 years teller/cash handling or client service experience, and strong communication skills. Weekend availability and travel may be needed.

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, including a desire to interact with clients and prospects.
• Ability to master PC keyboard and software skills for branch automation.
• Ability to multi-task under time constraints.
• Proficiency in basic computer applications, such as Microsoft Office.

Responsibilities

• Provide a distinctive client experience by engaging clients with courteous conversation and handling transactions.
• Educate clients on digital self-service solutions (ATMs, Online and Mobile banking).
• Support team sales by outbound calls and identifying client needs or opportunities.
• Understand Integrated Relationship Management (IRM) to deliver Truist expertise and solutions.
• Participate in Retail Community Bank Leadership routines and training.

Skills

Customer service

Sales experience

Relationship building

Multitasking

Communication

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Truist Wealth is seeking a customer-focused team member in Bluffton, SC to provide timely and accurate client transactions and build lasting relationships. You will educate clients on digital banking, support sales efforts, and ensure compliance with policies while delivering superior service.

The role requires high school completion, 2 years teller/cash handling or client service experience, and strong communication skills. Weekend availability and travel may be needed.