Senior Client Relationship Advisor

Truist; Dunedin; Presencial; NZD 40.000 - 65.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical insurance

Dental insurance

Vision insurance

401k plan

Vacation & sick days

Descripción de la vacante

Truist Dunedin is hiring a Regular, English-speaking banking professional focused on client service and relationship growth. You will handle teller tasks when needed and provide financial solutions through consultative conversations with clients on-site.

The role emphasizes meeting service and sales targets, cross-functional collaboration with internal specialists, and ongoing training to deepen product knowledge. Weekend and extended hours may be required; travel for staffing needs could occur.

Formación

• High school diploma or equivalent education.
• 2 years of client sales and service experience.
• Experience with sourcing and prospecting for new clients and client relationship building.
• Excellent interpersonal and communication skills.
• Must be SAFE compliant with NMLS background checks and regulatory requirements.

Responsabilidades

• Handle client maintenance requests and basic sales functions across deposit, credit and other product lines.
• Contribute to meeting branch service and sales targets by developing and retaining client relationships.
• Refer complex needs to internal specialists and support the sales process.
• Participate in Retail Community Bank Leadership routines.
• Attend training and product knowledge meetings to enhance skills.

Conocimientos

Client sales experience

Excellent interpersonal skills

Microsoft Office

Multi-tasking

Willing to travel/extended hours

Educación

High school diploma or equivalent

Herramientas

Microsoft Office

Descripción del empleo

Truist Dunedin is hiring a Regular, English-speaking banking professional focused on client service and relationship growth. You will handle teller tasks when needed and provide financial solutions through consultative conversations with clients on-site.

The role emphasizes meeting service and sales targets, cross-functional collaboration with internal specialists, and ongoing training to deepen product knowledge. Weekend and extended hours may be required; travel for staffing needs could occur.