Client-Centric Relationship Banker

Truist Wealth; New Bern (NC); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401k plan

Vacation and paid holidays

Job summary

Truist Wealth in North Carolina is seeking a Regular Retail Client Specialist to deliver outstanding service in person and by phone, develop and expand client relationships, and provide financial solutions aligned with client needs.

This role supports teller duties as needed, works toward branch sales targets, and collaborates with specialists to meet consumer and small business goals while ensuring compliance and quality service.

Qualifications

• High school diploma or equivalent required.
• 2 years of client sales and service experience.
• Experience sourcing and prospecting for new clients and building relationships.
• Excellent interpersonal and communication skills.
• Proficiency in basic computer applications (Microsoft Office).
• SAFE compliance within 30 days of employment, including NMLS background check.
• Ability to multi-task under time constraints.
• Willingness to travel for temporary staffing needs.

Responsibilities

• Handle routine client maintenance requests and basic sales tasks.
• Contribute to meeting client service and sales targets.
• Refer complex needs to internal specialists.
• Participate in branch leadership routines.
• Pursue ongoing product knowledge and training.
• Advise on consumer lending options and take loan applications.
• Ensure compliance with policies and risk management.
• Provide consistent service and assist with teller transactions.

Skills

Customer service

Sales experience

Interpersonal skills

Microsoft Office

Communication skills

Time management

Attention to detail

Education

High school diploma or equivalent

Associate degree preferred

Tools

CRM systems

Job description

Truist Wealth in North Carolina is seeking a Regular Retail Client Specialist to deliver outstanding service in person and by phone, develop and expand client relationships, and provide financial solutions aligned with client needs.

This role supports teller duties as needed, works toward branch sales targets, and collaborates with specialists to meet consumer and small business goals while ensuring compliance and quality service.