Premier Relationship Banker

Truist Financial Corporation; Charlotte (NC); Presencial; USD 52.000 - 70.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k) plan

Paid time off

Descripción de la vacante

Truist Financial Corporation in Charlotte, NC is seeking a client-focused Banking Associate to deliver exceptional service in person and by phone. You will expand relationships by offering financial solutions and coordinating referrals to internal partners, with occasional teller duties as needed.

The role emphasizes sales, customer service, and compliance with internal controls. Travel for staffing needs and weekend/extended hours may be required.

Formación

• High school diploma or equivalent education.
• 2 years of client sales and service experience.
• Experience sourcing and prospecting for new clients and building client relationships.
• Excellent interpersonal and communication skills, including a desire to interact with clients and prospects.
• Proficiency in basic computer applications such as Microsoft Office.
• SAFE compliant within 30 days of employment, including NMLS background check.
• Ability to multi-task under time constraints.
• Ability to travel to accommodate temporary staffing needs as required.
• Ability to work weekends and/or extended hours with occasional travel and overnights.

Responsabilidades

• 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.

Conocimientos

Client relationship building

Communication skills

Prospecting for new clients

Multi-tasking

Time management

Educación

High school diploma or equivalent

Associate’s degree or higher

Herramientas

Microsoft Office

Descripción del empleo

Truist Financial Corporation in Charlotte, NC is seeking a client-focused Banking Associate to deliver exceptional service in person and by phone. You will expand relationships by offering financial solutions and coordinating referrals to internal partners, with occasional teller duties as needed.

The role emphasizes sales, customer service, and compliance with internal controls. Travel for staffing needs and weekend/extended hours may be required.