Client Relationship Banker: Solutions & Growth

Truist Wealth; Bel Air (MD); On-site; USD 46,000 - 56,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401k Plan

Paid Vacation

Paid Holidays

Job summary

Truist Wealth in Bel Air, MD is seeking a client-focused professional to deliver top-tier service, grow relationships, and expand cross-selling across deposits, credit, and retirement products. You may assist with teller duties as needed, ensuring accuracy and a friendly experience for every client.

The role emphasizes consultative conversations, achievement of branch sales targets, and collaboration with specialists to meet client needs while maintaining compliance and service quality.

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.
• Must be SAFE compliant within 30 days, including NMLS checks.

Responsibilities

• Provide advanced client service in person and over the phone.
• Develop and expand client relationships with consultative conversations.
• Cross-train to perform teller duties as needed.
• Meet or exceed branch sales targets by offering financial products.
• Refer complex needs to internal specialists and ensure compliance.

Skills

Client sales

Relationship building

Communication skills

Microsoft Office

Sourcing new clients

Time management

Travel willingness

Education

High school diploma or equivalent

Associate’s degree or higher

Job description

Truist Wealth in Bel Air, MD is seeking a client-focused professional to deliver top-tier service, grow relationships, and expand cross-selling across deposits, credit, and retirement products. You may assist with teller duties as needed, ensuring accuracy and a friendly experience for every client.

The role emphasizes consultative conversations, achievement of branch sales targets, and collaboration with specialists to meet client needs while maintaining compliance and service quality.