About The Position

Provide timely and efficient completion of client transactions while maintaining accurate records and properly handling assigned monies. Deliver high-quality service by identifying and understanding clients’ financial needs. The role is cross-trained to support sales and service activities, with a particular focus on outbound calling and Integrated Relationship Management (IRM). The position requires Saturday work and may involve weekends or extended hours, occasional travel and overnight stays, and travel or temporary locale changes to meet staffing needs.

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, including a desire to interact with clients and prospects.
  • Ability to master the PC keyboard and software skills needed for branch automation.
  • Ability to multitask under time constraints.
  • Proficiency in basic computer applications, such as Microsoft Office software products.
  • Ability to travel as required to accommodate temporary staffing needs, including temporary assignment or locale changes.
  • Ability to work weekends and/or extended hours; occasional travel and overnight stays may be included.
  • English language fluency is required.

Nice To Haves

  • One year of client relationship-building or sales experience.
  • Knowledge of advanced or complex branch transactions, risk management, and loss prevention.
  • Experience sourcing and prospecting for new clients and building client relationships.
  • General understanding of bank operations, policies, and procedures.

Responsibilities

  • Provide a distinctive client experience through courteous engagement, completing standardized and complex transactions, and uncovering client needs; perform more complex transactions with assistance as needed.
  • Educate clients about digital and self-service options, including ATMs and online and mobile banking.
  • Support sales activities by making outbound calls, checking for client offers, identifying needs and opportunities, and fulfilling needs or referring clients to appropriate branch team members or specialists.
  • Apply Integrated Relationship Management (IRM) to deliver Truist expertise and solutions for clients’ needs.
  • Participate in established Truist Retail Community Bank Leadership Routines.
  • Advance individual and product knowledge by attending sales, service, and product knowledge meetings and applicable training and web-based learning.
  • Follow internal controls, operational procedures, and risk management policies, and stay informed about policy and procedure changes.
  • Serve as a secondary contact for new account openings and problem resolution, offer applicable products and services, and handle a proportionate workload based on branch demands.

Benefits

  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Life insurance
  • Disability insurance
  • Accidental death and dismemberment coverage
  • Tax-preferred savings accounts
  • 401(k) plan
  • At least 10 days of vacation during the first year, prorated as applicable
  • 10 sick days, prorated as applicable
  • Paid holidays
  • May be eligible for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan, depending on position and division
© 2026 Teal Labs, Inc
Privacy PolicyTerms of Service