Client Relationship Banker — Drive Growth & Service

Crump Life Insurance Svcs Inc; Merritt Island (FL); On-site; USD 35,000 - 52,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401k plan

Paid time off

Job summary

Truist Financial Corporation is seeking a branch-based professional to support client service and sales goals. The role involves handling routine client maintenance, advising on products, and collaborating with internal specialists to meet financial objectives.

The position requires strong communication, multitasking abilities, and the capacity to travel for temporary staffing needs. Regular or temporary status is possible.

Qualifications

• 2 years of client sales and service experience.
• Experience sourcing and prospecting for new clients and relationship building.
• Excellent interpersonal and communication skills, including client interaction.

Responsibilities

• Exercises advanced proficiency with routine client maintenance requests and problem resolution.
• Contributes to meeting client service and branch sales targets by offering products and services.
• Supports sales process by consultative conversations and referring complex needs to internal specialists.
• Participates in Retail Community Bank leadership routines.
• Advances knowledge of sales techniques and product knowledge through trainings.

Skills

Client sales

Interpersonal skills

Microsoft Office

Multitasking

Travel readiness

Education

High school diploma

Associate degree or higher

Tools

CRM software

Job description

Truist Financial Corporation is seeking a branch-based professional to support client service and sales goals. The role involves handling routine client maintenance, advising on products, and collaborating with internal specialists to meet financial objectives.

The position requires strong communication, multitasking abilities, and the capacity to travel for temporary staffing needs. Regular or temporary status is possible.