Client Relationship Banker - Growth & Solutions

Truist Financial

Chattanooga (TN)

On-site

USD 36,000 - 52,000

Full time

12 days ago

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Benefits offered by this job

Benefits package including medical, ey
401(k) plan
Paid time off

Job summary

Truist Financial is seeking a branch-focused professional to provide exceptional client service, both in person and by phone, while expanding relationships and offering financial solutions. The role includes cross-training to perform teller duties as needed and referrals to internal experts for more complex financial goals.

The ideal candidate will excel in consultative conversations, support branch sales targets, and maintain strict adherence to controls and policies.

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.
  • Ability to multi-task and work weekends or extended hours when needed.
  • SAFE (Mortgage Licensing Act) compliance within 30 days of employment with regulatory requirements.

Responsibilities

  • Provides industry leading client service in person and on the phone while developing client relationships.
  • Offers financial solutions and refers to other partners for growth opportunities.
  • Cross trains to perform teller duties as needed.
  • Contributes to meeting branch sales targets through consultative conversations.
  • Adheres to internal controls and risk management policies while staying compliant.
  • Assists clients, greets visitors and helps navigate the branch environment.

Skills

Interpersonal communication
Microsoft Office
Multi-tasking
Customer service

Education

High school diploma or equivalent
Associates degree or higher

Job description

Truist Financial is seeking a branch-focused professional to provide exceptional client service, both in person and by phone, while expanding relationships and offering financial solutions. The role includes cross-training to perform teller duties as needed and referrals to internal experts for more complex financial goals.

The ideal candidate will excel in consultative conversations, support branch sales targets, and maintain strict adherence to controls and policies.

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