Client Relationship Banker: Build Trust in Banking

Truist Financial Corporation

Mauldin (SC)

On-site

USD 40,000 - 55,000

Full time

3 days ago
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Benefits offered by this job

Medical insurance
Dental insurance
Vision insurance
Life insurance
Disability insurance
401k plan
Vacation days
Sick days
Paid holidays

Job summary

Truist is seeking a customer-focused professional to deliver an industry-leading client service experience in person and by phone, developing and expanding client relationships while cross-training for teller duties as needed. You will advise on consumer lending options and refer complex needs to specialists to grow the business.

The role requires a high school diploma, 2 years of client sales/service, strong communication, and willingness to work weekends, travel as needed, and comply with

Qualifications

  • High school diploma or equivalent
  • 2 years of client sales and service experience
  • Experience sourcing and prospecting for new clients
  • Excellent interpersonal and communication skills
  • Proficiency in basic computer applications (Microsoft Office)
  • Must be SAFE compliant within 30 days of employment including NMLS background check
  • Ability to multi-task under time constraints
  • Willingness to travel and accommodate temporary staffing needs
  • Ability to work weekends and extended hours

Responsibilities

  • Exercises advanced proficiency with routine client maintenance requests and sales functions
  • Contributes to meeting client service and branch sales targets by offering products and services
  • Supports team sales process by consultative conversations and referrals to specialists
  • Participates in Truist Retail Community Bank Leadership routines
  • Advances knowledge of sales techniques and product knowledge
  • Advises on consumer lending options and takes loan applications
  • Adheres to internal controls and risk management policies
  • Ensures consistent client service by engaging clients during transactions and greetings

Skills

Client sales experience
Excellent communication
Interpersonal skills
Microsoft Office
Multitasking
Travel flexibility
Weekend hours availability

Education

High school diploma
Associate degree

Tools

Microsoft Office

Job description

Truist is seeking a customer-focused professional to deliver an industry-leading client service experience in person and by phone, developing and expanding client relationships while cross-training for teller duties as needed. You will advise on consumer lending options and refer complex needs to specialists to grow the business.

The role requires a high school diploma, 2 years of client sales/service, strong communication, and willingness to work weekends, travel as needed, and comply with

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