Client Relationship & Lending Specialist

Truist Financial; Stantonsburg (NC); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401k plan

Paid holidays

Job summary

Truist Financial is seeking a Regular Retail Banking Specialist to deliver premier client service in person and by phone, building and expanding client relationships with consultative conversations. The role includes cross-training to perform teller duties as needed and references to internal specialists for more complex financial needs.

The position emphasizes meeting service and branch sales targets, adherence to policies, and ongoing product knowledge development through training and

Qualifications

• High school diploma or equivalent required.
• 2 years of client sales and service experience.
• Experience sourcing and prospecting for new clients and building relationships.
• Excellent interpersonal and communication skills.
• Proficiency with basic computer applications (Microsoft Office).
• Must be SAFE compliant within 30 days, including NMLS background check.
• Ability to multi-task under time constraints and travel as needed.
• Weekend and extended hours with possible travel/overnights.

Responsibilities

• Provide advanced client service in person and over the phone.
• Meet or exceed client service and branch sales targets.
• Refer complex client needs to internal specialists.
• Participate in branch leadership routines and training.
• Advise on lending options and take loan applications.
• Ensure compliance with internal controls and policies.
• Engage clients with courteous conversations during transactions.

Skills

Client sales

Customer service

Communication

Multi-tasking

Sales techniques

Education

High school diploma or equivalent

Associates degree

Tools

Microsoft Office

Job description

Truist Financial is seeking a Regular Retail Banking Specialist to deliver premier client service in person and by phone, building and expanding client relationships with consultative conversations. The role includes cross-training to perform teller duties as needed and references to internal specialists for more complex financial needs.

The position emphasizes meeting service and branch sales targets, adherence to policies, and ongoing product knowledge development through training and