Client Relationship & Lending Advisor

Truist Financial Corporation; Everett (Bedford County); On-site; USD 38,000 - 48,000; Full time

Benefits offered by this job

Medical, Dental, Vision Insurance

401(k) Plan

Paid vacation & sick days

Paid holidays and benefits overview

Job summary

Truist Financial Corporation is seeking a client service associate in the United States to provide industry-leading service both in person and by phone, expanding client relationships and offering financial solutions based on consultative conversations.

The role includes cross-training to perform teller duties as needed, contributing to branch sales targets, and coordinating with internal specialists for complex financial goals; strong communication and computer skills are required.

Qualifications

• High school diploma or equivalent.
• 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 and advanced sales functions.
• Contributes to meeting or exceeding client service and sales targets by developing and retaining relationships.
• Supports team sales process by conducting consultative conversations and referring more complex needs to internal specialists.
• Participates in leadership routines and continuous sales/product knowledge training.
• Advises on consumer lending options and takes loan applications.
• Ensures compliance with internal controls, procedures and regulatory requirements.
• Engages clients with friendly service during teller transactions and assists navigation in the branch.

Skills

Client service

Sales experience

Interpersonal skills

Microsoft Office

Multi-tasking

Travel readiness

Weekend availability

Education

High School Diploma

Associate's degree or higher

Job description

Truist Financial Corporation is seeking a client service associate in the United States to provide industry-leading service both in person and by phone, expanding client relationships and offering financial solutions based on consultative conversations.

The role includes cross-training to perform teller duties as needed, contributing to branch sales targets, and coordinating with internal specialists for complex financial goals; strong communication and computer skills are required.