Client Relationship & Banking Solutions Specialist

Truist

Owensboro (KY)

On-site

USD 36,000 - 48,000

Full time

7 days ago
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Job summary

Truist in Owensboro, KY is seeking a customer-focused professional to deliver an industry-leading client service experience in person and by phone, while expanding client relationships. You will offer financial solutions based on consultative conversations and referrals to partners for growth, and you will be cross-trained to perform teller duties as needed.

The role emphasizes meeting branch sales targets through proactive conversations, teamwork and product knowledge.

Qualifications

  • High school diploma or equivalent education.
  • 2 years of client sales and service experience.
  • Experience sourcing and prospecting for new clients and client relationships.
  • Excellent interpersonal and communication skills.
  • Proficiency with basic computer applications (MS Office).
  • SAFE compliance within 30 days and related regulatory checks.
  • Ability to multi-task under time constraints.
  • Willingness to travel for temporary staffing needs and weekends/extended hours.

Responsibilities

  • Provide industry leading client service in person and by phone.
  • Develop and expand client relationships with consultative conversations.
  • Cross trained to perform teller duties as needed.
  • Support branch sales targets by promoting products and services.
  • Refer complex needs to internal specialists and participate in training.

Skills

Customer service
Sales
Communication
Microsoft Office
Adaptability

Education

High school diploma or equivalent
Associate’s degree or higher

Tools

Microsoft Office

Job description

Truist in Owensboro, KY is seeking a customer-focused professional to deliver an industry-leading client service experience in person and by phone, while expanding client relationships. You will offer financial solutions based on consultative conversations and referrals to partners for growth, and you will be cross-trained to perform teller duties as needed.

The role emphasizes meeting branch sales targets through proactive conversations, teamwork and product knowledge.

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