Client Relationship Banker — Growth & Financial Solutions

Truist Financial Corporation; Florida; On-site; USD 42,000 - 52,000; Full time

Benefits offered by this job

Medical, dental, vision benefits

Paid time off & holidays

401k plan

Job summary

Truist in Florida is seeking a customer-oriented professional to deliver an industry-leading client service experience both in person and over the phone. You will develop and expand client relationships, offer financial solutions, and collaborate with partners to grow business.

You may be cross-trained to perform teller duties as needed. Responsibilities include advanced client maintenance, targets achievement, consultative conversations, and adherence to policy controls to ensure compliant

Qualifications

• High school diploma or equivalent education.
• 2 years of client sales and service experience.
• Experience sourcing and prospecting for new clients and building relationships.
• Excellent interpersonal and communication skills.
• Proficiency in basic computer applications such as Microsoft Office.
• SAFE (Mortgage Licensing Act) compliant within 30 days of employment and follow related regulatory checks.
• Ability to multi-task under time constraints.
• Willingness to travel to accommodate temporary staffing needs and schedule flexibility.

Responsibilities

• Provide excellent client service in person and by phone to deepen client relationships.
• Offer financial solutions based on consultative conversations and referrals.
• Cross-trained to perform teller duties as needed.
• Engage in sales targets by expanding and retaining client relationships.
• Support team sales processes by advising on complex client needs to internal specialists.
• Adhere to internal controls and risk management policies and stay updated on changes.

Skills

Interpersonal skills

Communication skills

Multi-tasking

Travel readiness

Client relationship building

Education

High school diploma or equivalent

Associate’s degree or higher

Tools

Microsoft Office

Job description

Truist in Florida is seeking a customer-oriented professional to deliver an industry-leading client service experience both in person and over the phone. You will develop and expand client relationships, offer financial solutions, and collaborate with partners to grow business.

You may be cross-trained to perform teller duties as needed. Responsibilities include advanced client maintenance, targets achievement, consultative conversations, and adherence to policy controls to ensure compliant