Client Relationship Advisor

Truist Financial Corporation; King of Prussia (PA); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) plan

Paid vacation

Job summary

Truist in King of Prussia seeks a client-focused professional to deliver exceptional service and expand client relationships both in person and over the phone. You will work toward branch sales targets while supporting teller duties as needed.

Ideal candidates bring at least two years of client sales and service experience, strong communication skills, and proficiency with MS Office. A SAFE/NMLS background check is required within 30 days of hire.

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 with basic computer applications (Microsoft Office).
• Must be SAFE compliant within 30 days, including NMLS background check.

Responsibilities

• Provide industry-leading client service in person and by phone to develop and expand client relationships.
• Meet or exceed client service and sales targets by offering banking products and services.
• Refer complex needs to internal specialists and support the sales process.
• Participate in branch leadership routines and ongoing knowledge improvements.
• Attend training on sales techniques and product knowledge to serve clients better.
• Advise on consumer lending options and take loan applications.
• Maintain compliance with internal controls and policies.

Skills

Client sales

Communication

Interpersonal skills

Microsoft Office

Multi-tasking

Travel flexibility

Education

High school diploma

Job description

Truist in King of Prussia seeks a client-focused professional to deliver exceptional service and expand client relationships both in person and over the phone. You will work toward branch sales targets while supporting teller duties as needed.

Ideal candidates bring at least two years of client sales and service experience, strong communication skills, and proficiency with MS Office. A SAFE/NMLS background check is required within 30 days of hire.