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About the Role

This role focuses on providing excellent client service, managing transactions accurately, and identifying client financial needs. You will also support sales activities, including outbound calling and relationship management.

Responsibilities

• Provide a distinctive client experience by engaging clients, conducting transactions, and uncovering needs.
• Educate clients on digital, self-service solutions to enhance their banking experience.
• Support the team sales process through outbound calls and identifying client opportunities.
• Understand Integrated Relationship Management (IRM) to deliver Truist expertise and solutions.
• Participate fully in Truist Retail Community Bank Leadership Routines.
• Commit to advancing individual and product knowledge through training and meetings.
• Adhere to internal controls, operational procedures, and risk management policies.
• Serve as a secondary contact for new account openings and problem resolution.
• Handle a proportionate volume of work based on branch demands.

Requirements

• High school diploma or equivalent education.
• Two years of teller, cash handling, or client service experience.
• Six months of client relationship building or sales experience.
• Excellent interpersonal and communication skills.
• Desire to interact with clients and prospects.
• Ability to master personal computer (PC) keyboard and software skills 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.
• Ability to work weekends and/or extended hours.
• Occasional travel and overnights may be included.

Skills

• Client service
• Transaction management
• Record keeping
• Financial needs assessment
• Outbound calling
• Integrated Relationship Management (IRM)
• Sales support
• Digital banking solutions
• Microsoft Office software

Location

• United States of America

Work Type

• Regular
• 1st shift

Experience Level

• Two years of teller or cash handling or client service experience
• Six months of client relationship building or sales experience
• One year of client relationship building or sales experience (preferred)

Education Level

• High school diploma or equivalent education

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Life insurance
• Disability insurance
• Accidental death and dismemberment insurance
• Tax-preferred savings accounts
• 401k plan
• 10 days of vacation (prorated)
• 10 sick days (prorated)
• Paid holidays
• Defined benefit pension plan (potential)
• Restricted stock units (potential)
• Deferred compensation plan (potential)

About the Company

• Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law.
• Truist is a Drug Free Workplace.

Equal Opportunity

• Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law.
• EEO is the Law
• E-Verify
• IER Right to Work