Client Relationship Advisor

Hbcu Connect, Llc; San Antonio (TX); On-site; USD 42,000 - 64,000; Full time

Job summary

Truist is seeking a customer-focused professional to deliver exceptional service in person and by phone while developing and expanding client relationships. The role includes offering financial solutions, supporting branch sales targets, and collaborating with internal specialists for complex needs.

Responsibilities include assisting with consumer lending options, taking loan applications, and performing teller duties when needed, all while adhering to policies and risk management guidelines.

Qualifications

• High school diploma or equivalent education required.
• 2 years of client sales and service experience.
• Experience with sourcing and prospecting for new clients and client relationship building.
• Must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment, including NMLS background checks.

Responsibilities

• Handle routine client maintenance requests and problem resolution.
• Support meeting or exceeding client service and sales targets by developing and retaining relationships.
• Refer more complex client needs to internal specialists.
• Participate in Retail Community Bank Leadership routines and trainings.
• Attend training to improve sales techniques and product knowledge.
• Advise on consumer lending options and take loan applications.
• Ensure compliance with internal controls and policies.
• Greet clients and assist them during teller transactions.

Skills

Client sales

Customer service

Interpersonal skills

Communication skills

Microsoft Office

Education

High school diploma

Associate degree

Tools

Microsoft Office

Job description

Truist is seeking a customer-focused professional to deliver exceptional service in person and by phone while developing and expanding client relationships. The role includes offering financial solutions, supporting branch sales targets, and collaborating with internal specialists for complex needs.

Responsibilities include assisting with consumer lending options, taking loan applications, and performing teller duties when needed, all while adhering to policies and risk management guidelines.