Client Relationship Advisor

Truist Wealth; Silver Shores (FL); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

disability coverage

401k plan

Vacation and holidays

Job summary

Truist Wealth is seeking a client-focused banking professional to deliver top-tier service in person and over the phone, expanding relationships and offering financial solutions. The role may cross-train to perform teller duties as needed and supports branch sales goals.

Qualifications include a high school diploma, 2 years of client sales/service, and strong communication. The position requires flexibility for weekends/extended hours and travel as needed.

Qualifications

• High school diploma or equivalent education.
• 2 years client sales and service experience.
• Prospecting for new clients and relationship building.
• Excellent interpersonal and communication skills.
• Proficiency in basic computer applications (Microsoft Office).
• SAFE compliance within 30 days and NMLS background check.
• Ability to multi-task under time constraints.
• Willingness to travel for temporary staffing needs and weekends/extended hours.

Responsibilities

• Handle routine client maintenance requests and resolve problems.
• Support sales targets by cross-selling products and retaining relationships.
• Conduct consultative conversations and refer complex needs to specialists.
• Participate in leadership routines and apply sales techniques.
• Advance product knowledge through training and meetings.
• Advise on consumer lending options and take loan applications.
• Adhere to internal controls and risk management policies.
• Engage clients with courteous service during transactions and greetings.

Skills

Client sales

Relationship building

Interpersonal skills

Microsoft Office

Time management

Communication skills

Multi-tasking

Customer service

Education

High school diploma or equivalent

Associate’s degree preferred

Job description

Truist Wealth is seeking a client-focused banking professional to deliver top-tier service in person and over the phone, expanding relationships and offering financial solutions. The role may cross-train to perform teller duties as needed and supports branch sales goals.

Qualifications include a high school diploma, 2 years of client sales/service, and strong communication. The position requires flexibility for weekends/extended hours and travel as needed.