- Valrico, Florida, United States
- Full-time
- 2+ years
Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned.
Responsibilities
- 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.
Requirements
- High school diploma or equivalent education
- Nice to have: client relationship building
- Nice to have: advanced branch transactions
- Nice to have: prospecting for new clients
Skills
Benefits
- medical
- dental
- vision
- life insurance
- disability