Client Relationship Advisor – Banking Solutions

Truist; Goldsboro (NC); On-site; USD 32,000 - 40,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401k plan

Paid time off

Job summary

Truist in the United States is seeking a Branch Client Service Associate to provide industry-leading client service both in person and on the phone, building and expanding client relationships. You will offer financial solutions and referrals to partners for growth opportunities, and assist with teller duties as needed.

The role emphasizes cross-training in teller functions, strong communication, and a focus on meeting branch goals while maintaining compliance with policies and procedures.

Qualifications

• High school diploma or equivalent education
• 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
• Demonstrated proficiency in basic computer applications, such as Microsoft Office
• Must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment in this role, including new or transfer of registration and applicable NMLS background check which includes meeting applicable financial responsibility, character, credit fitness and criminal background standards. Successful candidates must also meet ongoing regulatory requirements
• 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

• Maintain and expand client relationships through in-person and phone service.
• Meet or exceed client service and branch sales targets by offering products and services.
• Refer complex needs to internal specialists to support sales goals.
• Participate in branch leadership routines and trainings.
• Advise on consumer lending options and take loan applications.
• Adhere to internal controls and risk management policies.
• Provide a consistent client service experience during transactions and inquiries.

Skills

Customer service

Sales ability

Interpersonal skills

Microsoft Office

Communication

Multi-tasking

Education

High school diploma or equivalent

Associate’s degree or higher

Tools

Microsoft Office

Job description

Truist in the United States is seeking a Branch Client Service Associate to provide industry-leading client service both in person and on the phone, building and expanding client relationships. You will offer financial solutions and referrals to partners for growth opportunities, and assist with teller duties as needed.

The role emphasizes cross-training in teller functions, strong communication, and a focus on meeting branch goals while maintaining compliance with policies and procedures.