Client Relationship Advisor – Financial Solutions & Lending

Truist Financial; Mount Holly (NC); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401k plan

Paid time off

Paid holidays

Job summary

Truist Financial is seeking a customer-focused professional to deliver exceptional service in person and by phone, developing and expanding client relationships. You will provide financial solutions through consultative conversations and referrals to internal partners for growth opportunities, and may be cross-trained to perform teller duties.

The role emphasizes sales, service quality, and compliance with policies, with opportunities to work weekends and support temporary staffing needs as

Qualifications

• High school diploma or equivalent education required.
• Customer sales and service experience to build relationships.
• Strong communication and interpersonal skills for client interactions.
• Proficiency with basic computer applications including Microsoft Office.

Responsibilities

• Provide client service in person and on the phone to expand client relationships.
• Advise on banking products and refer to specialists as needed.
• Handle teller duties and routine maintenance requests.
• Support achieving branch sales targets through consultative conversations.

Skills

Client sales

Communication

Interpersonal skills

Microsoft Office

Problem solving

Education

High school diploma or equivalent

Associates degree or higher

Tools

Microsoft Office

Job description

Truist Financial is seeking a customer-focused professional to deliver exceptional service in person and by phone, developing and expanding client relationships. You will provide financial solutions through consultative conversations and referrals to internal partners for growth opportunities, and may be cross-trained to perform teller duties.

The role emphasizes sales, service quality, and compliance with policies, with opportunities to work weekends and support temporary staffing needs as