Client Relationship Banker – Growth & Service

Habitat For Humanity Of Durham; Durham (NC); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

Life insurance

Disability insurance

401k plan

Paid holidays

Vacation days

Job summary

Truist Financial Corporation in Durham, NC is seeking a customer-focused banking professional to provide an industry-leading service experience in person and by phone. The role emphasizes developing and expanding client relationships and delivering financial solutions, with cross-training for teller duties as needed.

Responsibilities include handling routine client maintenance, meeting sales targets through consultative conversations, and referring complex needs to specialists.

Qualifications

• High school diploma or equivalent education.
• 2 years of client sales and service experience.
• Experience with sourcing and prospecting for new clients and client relationship building.
• Excellent interpersonal and communication skills.
• Proficiency with basic computer applications, such as Microsoft Office.
• SAFE compliance within 30 days of employment and ongoing regulatory requirements.
• Ability to multi-task under time constraints.
• Ability to travel for temporary staffing needs and locales as required.
• Ability to work weekends and/or extended hours with occasional travel.

Responsibilities

• Exhibits advanced proficiency with routine client maintenance requests and sales functions.
• Contributes to meeting client service and sales targets by expanding relationships.
• Supports team sales by consultative conversations and referrals to internal specialists.
• Participates in the Retail Community Bank Leadership routines.
• Advances knowledge of sales techniques and product knowledge through training.
• Advises on consumer lending options and takes loan applications.
• Follows internal controls and policies to ensure compliance.
• Delivers a consistent client service experience during teller transactions and greetings.

Skills

Client sales experience

Sourcing new clients

Interpersonal & communication skills

Multi-tasking

Travel for staffing needs

Weekend/extended hours availability

Regulatory/compliance awareness

Professional communication

Education

High school diploma or equivalent

Associate’s degree or higher (preferred)

Tools

Microsoft Office

Job description

Truist Financial Corporation in Durham, NC is seeking a customer-focused banking professional to provide an industry-leading service experience in person and by phone. The role emphasizes developing and expanding client relationships and delivering financial solutions, with cross-training for teller duties as needed.

Responsibilities include handling routine client maintenance, meeting sales targets through consultative conversations, and referring complex needs to specialists.