Client-Focused Relationship Banker

Truist Wealth; Florida; On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

401(k) Plan

Paid Vacation

Sick Days

Paid Holidays

Job summary

Truist Financial Corporation seeks a customer-focused associate to deliver top-tier client service in a branch setting. You will handle routine maintenance, sales opportunities, and referrals to specialists while supporting teller duties when needed.

The role emphasizes outbound and inbound client conversations, meeting sales goals, and ensuring compliant operations, with occasional travel or weekend hours as required.

Qualifications

• High school diploma or equivalent.
• 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, such as Microsoft Office.

Responsibilities

• Provide industry-leading client service in person and by phone.
• Contribute to meeting client service and sales targets through relationship-building.
• Refer complex needs to internal specialists for growth opportunities.
• Engage in sales and product knowledge meetings to improve capabilities.
• Advise on consumer lending options and take loan applications.
• Adhere to internal controls and risk management policies.
• Share teller duties and assist clients in navigating the branch.
• Support team and branch leadership routines.

Skills

Client Sales

Customer Service

Prospecting

Interpersonal Skills

Office Suite

Multi-tasking

Travel Flexibility

Weekend Availability

Education

High School Diploma

Associate Degree

Tools

Microsoft Office

Job description

Truist Financial Corporation seeks a customer-focused associate to deliver top-tier client service in a branch setting. You will handle routine maintenance, sales opportunities, and referrals to specialists while supporting teller duties when needed.

The role emphasizes outbound and inbound client conversations, meeting sales goals, and ensuring compliant operations, with occasional travel or weekend hours as required.