Client-Centric Relationship Banker & Financial Solutions

Truist; Easley (SC); On-site; USD 32,000 - 42,000; Full time

Job summary

Truist is seeking a Branch Associate to deliver exceptional client service in person and over the phone, while expanding existing relationships and cross-selling financial solutions. The role includes occasional teller duties and refers complex needs to specialists.

Requirements include a high school diploma, 2 years in sales/service, and strong communication skills. Compliance with SAFE/Mortgage licensing and ability to travel for staffing needs are expected.

Qualifications

• 2 years of client sales and service experience.
• Experience sourcing and prospecting for new clients and client relationship building.
• Excellent interpersonal and communication skills.
• Must be SAFE compliant within 30 days of employment for Mortgage Licensing Act.
• Ability to multi-task under time constraints.
• Willingness to travel to accommodate temporary staffing needs and may include weekends/extended hours.

Responsibilities

• Provide industry-leading client service in person and by phone.
• Develop and expand client relationships with consultative conversations.
• Refer to internal specialists for more complex client financial goals.
• Cross-train to perform teller duties as needed.
• Maintain knowledge of sales techniques and product information.

Skills

Sales

Customer service

Interpersonal communication

Multi-tasking

Microsoft Office

Education

High school diploma or equivalent education

Associate’s degree or higher

Tools

Microsoft Office

Job description

Truist is seeking a Branch Associate to deliver exceptional client service in person and over the phone, while expanding existing relationships and cross-selling financial solutions. The role includes occasional teller duties and refers complex needs to specialists.

Requirements include a high school diploma, 2 years in sales/service, and strong communication skills. Compliance with SAFE/Mortgage licensing and ability to travel for staffing needs are expected.