Relationship Banker - Build Wealth & Grow Clients

Truist; Charleston (WV); Vor Ort; USD 32.000 - 42.000; Vollzeit

Benefits dieser Stelle

Medical, dental, vision

401k plan

Paid time off

Life insurance

Zusammenfassung

Truist in Charleston, WV is seeking a regular, full-time client service professional to enhance client relationships in person and by phone, while delivering financial solutions through consultative conversations.

The role includes cross-training for teller duties, pursuing sales targets, and coordinating with internal specialists to expand offerings, all within regulatory and risk guidelines. Strong communication and multi-tasking are essential.

Qualifikationen

• High school diploma or equivalent education.
• 2 years of client sales and service experience.
• Experience sourcing and prospecting for new clients and building relationships.
• Excellent interpersonal and communication skills, including a desire to interact with clients and prospects.
• 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.
• 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.

Aufgaben

• Provide industry leading client service in person and by phone.
• Develop and expand client relationships through consultative conversations and referrals to other partners.
• Cross-train to perform required teller duties as needed.
• Participate in all components of the branch sales process and meet sales targets.
• Adhere to internal controls and risk management policies while servicing clients.

Kenntnisse

Client sales

Customer service

Interpersonal skills

Microsoft Office

SAFE compliance

Multi-tasking

Weekend availability

Travel readiness

Ausbildung

High school diploma

Associate degree

Jobbeschreibung

Truist in Charleston, WV is seeking a regular, full-time client service professional to enhance client relationships in person and by phone, while delivering financial solutions through consultative conversations.

The role includes cross-training for teller duties, pursuing sales targets, and coordinating with internal specialists to expand offerings, all within regulatory and risk guidelines. Strong communication and multi-tasking are essential.