Relationship Banker: Client Advisory & Lending

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

Job summary

Truist Financial Corporation is seeking a service-oriented professional to deliver an industry-leading client experience in person and over the phone, focusing on developing and expanding client relationships and offering financial solutions through consultative conversations.

Role may be cross-trained to perform teller duties; you will collaborate with internal partners to grow business, adhere to controls, and participate in sales and product knowledge trainings.

Qualifications

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

Responsibilities

• 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.

Skills

Client sales

Customer service

Prospecting

Interpersonal skills

Time management

Multi-tasking

Travel flexibility

Weekend/extended hours

Regulatory compliance

Relationship building

Financial product knowledge

Communication skills

Education

High school diploma

Associate’s degree

Tools

Microsoft Office

Job description

Truist Financial Corporation is seeking a service-oriented professional to deliver an industry-leading client experience in person and over the phone, focusing on developing and expanding client relationships and offering financial solutions through consultative conversations.

Role may be cross-trained to perform teller duties; you will collaborate with internal partners to grow business, adhere to controls, and participate in sales and product knowledge trainings.