Client Relationship & Banking Specialist

Truist; Philadelphia (Philadelphia County); On-site; USD 38,000 - 58,000; Full time

Benefits offered by this job

Benefits package

Job summary

Truist is hiring to provide industry leading client service experiences in person and by phone, expanding and maintaining client relationships while offering financial solutions. The role includes potential cross-training for teller duties and collaborating with internal specialists to address complex client needs.

Responsibilities emphasize meeting service and sales targets, contributing to branch goals, and maintaining strict compliance with policies, procedures, and risk controls.

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 in this role, including new or transfer of registration and applicable NMLS background check which includes meeting applicable financial responsibility, character, credit fitness and criminal background standards. Successful candidates must also meet ongoing regulatory requirements.
• Ability to multi-task under time constraints.
• Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes.
• Ability to work weekends and/or extended hours with occasional travel and overnights may be included.

Responsibilities

• Exercises advanced proficiency with routine client maintenance requests, problem resolution and advanced sales functions regarding deposit, credit, convenience and other product and service lines.
• Contributes to meeting or exceeding client service as well as individual and branch sales targets by offering products and services with a focus on developing, expanding and retaining relationships.
• Supports team sales process by conducting consultative conversations and acting upon or referring more complex client needs or financial goals to other internal specialists.
• Participates fully in all components of the established Truist Retail Community Bank Leadership Routines.
• Commits to advancing individual knowledge of sales techniques and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings, applicable training classes and web-based learning.
• Advises on consumer lending options and takes loan applications.
• Adheres to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines.
• Ensures a consistent client service experience by engaging clients with smiling, courteous conversation while conducting transactions and uncovering needs. This may include handling teller transactions and sharing responsibility for greeting clients and helping them navigate within the branch.

Skills

Client sales

Relationship building

Interpersonal skills

Microsoft Office

Multi-tasking

Travel willingness

Flexible schedule

Education

High school diploma

Associate degree or higher

Job description

Truist is hiring to provide industry leading client service experiences in person and by phone, expanding and maintaining client relationships while offering financial solutions. The role includes potential cross-training for teller duties and collaborating with internal specialists to address complex client needs.

Responsibilities emphasize meeting service and sales targets, contributing to branch goals, and maintaining strict compliance with policies, procedures, and risk controls.