Client Relationships & Lending Specialist

Truist Wealth; Cherokee Park (TN); 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

Vacation days

Sick days

Paid holidays

Job summary

Truist Financial Corporation in Tennessee is seeking a Regular/Full-time Retail Banking Associate to develop and expand client relationships, provide financial solutions, and support teller duties when needed.

You will engage clients with a consultative approach, cross-sell products, maintain governance standards, and participate in team routines while traveling for staffing needs as required. Strong English, high school diploma, and 4 years of client sales experience are expected.

Qualifications

• 4 years of client sales and service experience.
• Experience sourcing and prospecting for new clients.
• Excellent interpersonal and communication skills.
• MS Office proficiency.

Responsibilities

• Manage routine client maintenance requests and sales functions across products.
• Meet or exceed client service and branch sales targets by expanding relationships.
• Refer complex needs to internal specialists.
• Participate in Leadership Routines at the branch.
• Advance sales knowledge through training and meetings.
• Advise on consumer lending options and take loan applications.
• Ensure compliance with policies and risk management.

Skills

Client relationship building

Prospecting

Interpersonal communication

Microsoft Office

Multi-tasking

Travel flexibility

Sales experience

Customer service

Education

High school diploma or equivalent

Associate's degree or higher

Tools

Microsoft Office

Job description

Truist Financial Corporation in Tennessee is seeking a Regular/Full-time Retail Banking Associate to develop and expand client relationships, provide financial solutions, and support teller duties when needed.

You will engage clients with a consultative approach, cross-sell products, maintain governance standards, and participate in team routines while traveling for staffing needs as required. Strong English, high school diploma, and 4 years of client sales experience are expected.