Client Relationship Banker & Lending Consultant

Truist Wealth; Myrtle Beach (SC); On-site; USD 36,000 - 60,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401(k) plan

Paid vacation

Paid holidays

Job summary

Truist Wealth seeks a customer-focused professional to deliver industry-leading service in-branch and on the phone, expanding client relationships with consultative conversations and referrals. You may assist with teller duties as needed while ensuring compliance with policies and risk controls.

The role emphasizes cross-selling deposit, credit and retirement products, supporting sales goals, and delivering a high-quality client experience in a fast-paced financial environment.

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, including a desire to interact with clients and prospects.
• Demonstrated proficiency in basic computer applications, such as Microsoft Office.
• Must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment and pass NMLS background checks.

Responsibilities

• Exercises advanced proficiency with routine client maintenance requests and sales functions.
• Contributes to meeting client service and sales targets by expanding relationships.
• References complex needs to internal specialists as needed.
• Participates in leadership routines within the Retail Community Bank.
• Advances sales knowledge through meetings and training.
• Advises on consumer lending options and takes loan applications.
• Maintains compliance with internal controls and policies.
• Engages clients to ensure a consistent service experience during transactions.

Skills

Client sales

Customer service

Interpersonal skills

Microsoft Office

Multi-tasking

Time management

Communication

Education

High school diploma

Associate degree

Tools

NMLS background check

Job description

Truist Wealth seeks a customer-focused professional to deliver industry-leading service in-branch and on the phone, expanding client relationships with consultative conversations and referrals. You may assist with teller duties as needed while ensuring compliance with policies and risk controls.

The role emphasizes cross-selling deposit, credit and retirement products, supporting sales goals, and delivering a high-quality client experience in a fast-paced financial environment.