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Regular
Language Fluency: English (Required)
Work Shift: 1st shift (United States of America)
Please review the following job description: Provide timely and efficient completion of client transactions while maintaining accurate records and proper handling of all monies assigned. Deliver superior quality service, identifying and understanding the client’s financial needs. Cross-trained to support sales and service activities, with a focus on assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities.
Responsibilities
* Provide a distinctive client experience to ensure a consistent service level by engaging clients with courteous conversation, conducting both complex and standardized transactions while uncovering needs. Perform more complex transactions with assistance as necessary.
* 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 in all components of the established Truist Retail Community Bank Leadership routines.
* Commit to advancing individual and product knowledge 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. Stay informed of policy changes 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. Handle a proportionate volume of work based on branch demands.
Qualifications
* Required Qualifications: High school diploma or equivalent; 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; ability to master PC keyboard and software skills for branch automation; ability to multi-task under time constraints; proficiency in basic computer applications (e.g., Microsoft Office); ability to travel to accommodate temporary staffing needs; ability to work weekends and/or extended hours with occasional travel and overnights as needed.
* Preferred Qualifications: One year of client relationship building or sales experience; knowledge of advanced or complex branch transactions, risk management and loss prevention; experience with sourcing and prospecting for new clients and client relationship building; general understanding of bank operations, policies and procedures.
Benefits
General description of available benefits for eligible employees: Regular teammates (not temporary or contingent) working 20 hours or more per week are eligible for benefits. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan. Teammates also receive no less than 10 vacation days and 10 sick days (both prorated), plus paid holidays. Details vary by position and division. Further information is available on Truist’s Benefits site. Some roles may be eligible for additional plans such as a defined benefit pension, restricted stock units, or deferred compensation.
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. Truist is a Drug Free Workplace.
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