Client Relationship Advisor

Truist; Edgewater (MD); On-site; USD 46,000 - 56,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401k plan

Paid vacation

Sick days

Paid holidays

Job summary

Truist in the United States seeks a Relationship Banker to deliver exceptional client service in person and on the phone while expanding current client relationships. You will offer financial solutions based on consultative conversations and referrals to other business partners for growth opportunities.

The role includes potential teller duties as needed and requires 2 years of client sales and service experience, excellent communication, and the ability to travel for temporary staffing.

Qualifications

• High school diploma or equivalent; 2+ years of client sales and service experience; ability to build client relationships; strong interpersonal and communication skills; proficiency with basic computer applications; SAFE compliance within 30 days; ability to multitask and travel as needed; weekend/extended hours availability.

Responsibilities

• Handle teller transactions and client inquiries.
• Maintain and expand client relationships to meet service and sales targets.
• Conduct consultative conversations and refer complex needs to internal specialists.
• Participate in branch leadership routines and training sessions.
• Assist with consumer lending options and loan applications.
• Safeguard internal controls and comply with policies.

Skills

Client sales

Service experience

Communication skills

Multi-tasking

Time management

Education

High school diploma or equivalent

Associate's degree (preferred)

Tools

Microsoft Office

Job description

Truist in the United States seeks a Relationship Banker to deliver exceptional client service in person and on the phone while expanding current client relationships. You will offer financial solutions based on consultative conversations and referrals to other business partners for growth opportunities.

The role includes potential teller duties as needed and requires 2 years of client sales and service experience, excellent communication, and the ability to travel for temporary staffing.