Relationship Banker: Client Growth & Financial Solutions

Hbcu Connect, Llc; Monroe (NC); On-site; USD 42,000 - 52,000; Full time

Benefits offered by this job

Medical, dental, vision, life ins.

401k plan with match

Paid vacation & holidays

Job summary

Truist Financial Corporation in the United States is seeking an experienced client service and sales professional to build and expand relationships at the branch level. You will handle teller duties as needed while focusing on delivering an industry-leading client experience over the phone and in person.

The role emphasizes meeting client needs with consultative conversations, cross-selling banking products, and collaborating with internal specialists to grow business opportunities.

Qualifications

• 2 years of client sales and service experience.
• Experience sourcing and prospecting for new clients and building relationships.
• Excellent interpersonal and communication skills.
• Proficiency in Microsoft Office and basic computer applications.
• Must be SAFE compliant within 30 days, including NMLS background check.
• Ability to multi-task under time constraints.
• Willingness to travel to accommodate temporary staffing needs.
• Ability to work weekends and extended hours with travel as needed.

Responsibilities

• Handle teller transactions and customer service tasks as needed.
• Develop and expand client relationships through consultative conversations.
• Refer complex needs to internal specialists to grow business opportunities.
• Participate in leadership routines and maintain compliance with policies.
• Attend training to improve sales techniques and product knowledge.
• Advise on consumer lending options and take loan applications.
• Adhere to internal controls and risk management policies.
• Create a positive client experience through friendly, service‑oriented interactions.

Skills

Client service

Sales

Communication

Interpersonal skills

Multitasking

Microsoft Office

Education

High school diploma or equivalent education

Associates degree or higher

Job description

Truist Financial Corporation in the United States is seeking an experienced client service and sales professional to build and expand relationships at the branch level. You will handle teller duties as needed while focusing on delivering an industry-leading client experience over the phone and in person.

The role emphasizes meeting client needs with consultative conversations, cross-selling banking products, and collaborating with internal specialists to grow business opportunities.