Client Relationship Advisor - Banking & Loan Solutions

Crump Life Insurance Svcs Inc; North Charleston (SC); On-site; USD 42,000 - 68,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401k plan

Vacation and sick days

Job summary

Truist Financial Corporation in the United States is seeking a client service oriented professional for in-person and phone-based service, developing and expanding client relationships, and providing financial solutions based on consultative conversations. The role includes cross-training to perform teller duties as needed.

You will contribute to branch goals, conduct sales conversations, and refer complex needs to specialists while adhering to policies.

Qualifications

• High school diploma or equivalent.
• 2 years of client sales and service experience.
• Experience with sourcing and prospecting for new clients and client relationship building.
• Excellent interpersonal and communication skills, including a desire to interact with clients and prospects.
• Proficiency in basic computer applications, such as Microsoft Office.
• Must be SAFE compliant within 30 days of employment, including new or transfer of registration and applicable NMLS background check which includes meeting applicable financial responsibility, character, credit fitness and criminal background standards.
• Ability to multi-task under time constraints.
• Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes.
• Ability to work weekends and/or extended hours with occasional travel and overnights may be included.

Responsibilities

• Exercises advanced proficiency with routine client maintenance requests, problem resolution and advanced sales functions regarding deposit, credit, convenience and other product and service lines.
• Contributes to meeting or exceeding client service as well as individual and branch sales targets by offering products and services with a focus on developing, expanding and retaining relationships.
• Supports team sales process by conducting consultative conversations and acting upon or referring more complex client needs or financial goals to other internal specialists.
• Participates fully in all components of the established Truist Retail Community Bank Leadership Routines.
• Commits to advancing individual knowledge of sales techniques and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings, applicable training classes and web-based learning.
• Advises on consumer lending options and takes loan applications.
• Adheres to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines.
• Ensures a consistent client service experience by engaging clients with smiling, courteous conversation while conducting transactions and uncovering needs. This may include handling teller transactions and sharing responsibility for greeting clients and helping them navigate within the branch.

Skills

Client sales experience

Interpersonal communication

Microsoft Office

SAFE compliance

Multi-tasking

Travel willingness

Weekend/extended hours

High school diploma

Education

High school diploma or equivalent

Associate degree or higher

Job description

Truist Financial Corporation in the United States is seeking a client service oriented professional for in-person and phone-based service, developing and expanding client relationships, and providing financial solutions based on consultative conversations. The role includes cross-training to perform teller duties as needed.

You will contribute to branch goals, conduct sales conversations, and refer complex needs to specialists while adhering to policies.