Relationship Banker: Client Growth & Financial Solutions

Hbcu Connect, Llc; Monroe (GA); On-site; USD 30,000 - 40,000; Full time

Benefits offered by this job

Health insurance

401k plan

Paid vacation and holidays

Pension plan

Job summary

Truist Financial Corporation is seeking a customer service oriented professional to develop and expand client relationships, delivering financial solutions through consultative conversations and referrals to internal partners. The role includes cross-training to perform teller duties as needed.

Responsibilities include handling client maintenance requests, helping meet service and sales targets, and supporting the team with consultative conversations while maintaining compliance with internal

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.
• Demonstrated 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. Successful candidates must also meet ongoing regulatory requirements
• 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
• Associates degree or higher preferred.

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.
• Advances 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 changes in policies to ensure compliance with current guidelines.
• Ensures a consistent client service experience by engaging clients with courteous conversation while conducting transactions and assisting in navigating within the branch.

Skills

Client sales and service

Interpersonal communication

Time management

Travel ability

Weekend/extended hours

Education

High school diploma or equivalent

Associates degree or higher

Tools

Microsoft Office

Job description

Truist Financial Corporation is seeking a customer service oriented professional to develop and expand client relationships, delivering financial solutions through consultative conversations and referrals to internal partners. The role includes cross-training to perform teller duties as needed.

Responsibilities include handling client maintenance requests, helping meet service and sales targets, and supporting the team with consultative conversations while maintaining compliance with internal