Client Relationship Advisor – Financial Solutions & Lending

Truist; Jacksonville (FL); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401k plan

Paid holidays

Vacation and sick days

Job summary

Truist Financial Corporation seeks a Regular, full-time client service professional in Jacksonville. You will develop and expand client relationships, delivering financial solutions based on consultative conversations and referrals to partners for growth.

You may cross-train to perform teller duties as needed. The role emphasizes advanced client service, meeting sales targets, and collaboration with specialists to meet consumer and business client needs while maintaining compliance and a

Qualifications

• High school diploma or equivalent is 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, including Microsoft Office.

Responsibilities

• Provide industry-leading client service in person and by phone.
• Meet or exceed branch sales targets by offering financial products and services.
• Refer complex needs to internal specialists for growth opportunities.
• Participate in leadership routines and sales/process enhancements.
• 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.

Skills

Interpersonal communication

Sales ability

Client service

Multi-tasking

Time management

Education

Associate’s degree or higher

Tools

Microsoft Office

Job description

Truist Financial Corporation seeks a Regular, full-time client service professional in Jacksonville. You will develop and expand client relationships, delivering financial solutions based on consultative conversations and referrals to partners for growth.

You may cross-train to perform teller duties as needed. The role emphasizes advanced client service, meeting sales targets, and collaboration with specialists to meet consumer and business client needs while maintaining compliance and a