Client Solutions Banker

Truist

Hiram (GA)

On-site

USD 42,000 - 63,000

Full time

10 hours ago
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Benefits offered by this job

Health insurance
Dental insurance
401k

Job summary

Truist is seeking a Retail Banking professional to deliver exceptional client service in person and over the phone, while expanding client relationships with financial solutions. The role includes cross-training to perform teller duties as needed and contributing to branch sales goals through consultative conversations.

You will advise on consumer lending options, conduct loan applications, and collaborate with internal specialists to meet client financial goals, all while maintaining compliance

Qualifications

  • High school diploma or equivalent; must have 2 years of client sales and service experience.
  • Experience sourcing and prospecting for new clients and building relationships.
  • Excellent interpersonal and written communication skills; ability to interact with clients and prospects.
  • SAFE (Mortgage Licensing Act) compliant within 30 days; NMLS background check.
  • Ability to multi-task and work under time constraints; willingness to travel.
  • Ability to work weekends or extended hours; possible travel.

Responsibilities

  • Provide industry-leading client service in person and by phone.
  • Develop and expand client relationships with financial solutions based on consultative conversations.
  • Refer to internal partners to grow business opportunities.
  • Cross-trained to perform teller duties as needed.
  • Advise on consumer lending options and take loan applications.
  • Ensure compliance with internal controls and policies; stay updated on procedures.
  • Engage clients with friendly service while handling transactions and uncovering needs.

Skills

Client sales and service
Interpersonal communication
Microsoft Office proficiency
SAFE (NMLS) compliant
Multi-tasking
Travel flexibility
Weekend/extended hours availability

Education

High school diploma or equivalent
Associate’s degree or higher

Tools

Microsoft Office

Job description

Truist is seeking a Retail Banking professional to deliver exceptional client service in person and over the phone, while expanding client relationships with financial solutions. The role includes cross-training to perform teller duties as needed and contributing to branch sales goals through consultative conversations.

You will advise on consumer lending options, conduct loan applications, and collaborate with internal specialists to meet client financial goals, all while maintaining compliance

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