Client-Centric Relationship Banker & Lending Advisor

Hbcu Connect, Llc; Dallas (TX); On-site; USD 42,000 - 62,000; Full time

Job summary

Truist Financial Corporation is seeking a client-focused professional to build and expand relationships, provide financial solutions, and support teller duties when needed. You will engage customers in person and by phone, offering deposit, credit and other banking products to meet client goals.

The role emphasizes sales capabilities, servicing routines, and collaboration with internal specialists, while maintaining strong compliance with policies and evolving guidelines.

Qualifications

• 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, including a desire to interact with clients and prospects.
• Demonstrated proficiency in basic computer applications, such as Microsoft Office.
• Must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment in this role, including new or transfer of registration and applicable NMLS background check which includes meeting applicable financial responsibility, character, credit fitness and criminal background standards.
• Ability to multi-task under time constraints.
• Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes.
• Ability to work weekends and/or extended hours with occasional travel and overnights may be included.

Responsibilities

• Exercises advanced proficiency with routine client maintenance requests, problem resolution and advanced sales functions regarding deposit, credit, convenience and other product and service lines.
• Contributes to meeting or exceeding client service as well as individual and branch sales targets by offering products and services with a focus on developing, expanding and retaining relationships.
• Supports team sales process by conducting consultative conversations and acting upon or referring more complex client needs or financial goals to other internal specialists.
• Participates fully in all components of the established Truist Retail Community Bank Leadership Routines
• Commits to advancing individual knowledge of sales techniques and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings, applicable training classes and web-based learning.
• Advises on consumer lending options and takes loan applications.
• Adheres to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines.
• Ensures a consistent client service experience by engaging clients with smiling, courteous conversation while conducting transactions and uncovering needs. This may include handling teller transactions and sharing responsibility for greeting clients and helping them navigate within the branch.

Skills

Interpersonal skills

Communication skills

Sales experience

Multi-tasking

Time management

Customer service

Travel flexibility

Education

Associates degree or higher

Tools

Microsoft Office

Job description

Truist Financial Corporation is seeking a client-focused professional to build and expand relationships, provide financial solutions, and support teller duties when needed. You will engage customers in person and by phone, offering deposit, credit and other banking products to meet client goals.

The role emphasizes sales capabilities, servicing routines, and collaboration with internal specialists, while maintaining strong compliance with policies and evolving guidelines.