Relationship Banker - Client Growth & Lending

Truist Wealth

Winston-Salem (NC)

On-site

USD 38,000 - 52,000

Full time

3 days ago
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Benefits offered by this job

Medical, dental, vision insurance
Paid time off
401k plan

Job summary

Truist Wealth in Winston-Salem seeks a client-focused associate to deliver exceptional service and help grow client relationships. You will handle teller duties as needed and support advisors with consultative conversations.

The role emphasizes relationship building, product knowledge, and adherence to internal controls, with opportunities to advance within Truist’s Retail Community Banking framework.

Qualifications

  • High school diploma or equivalent required.
  • 2 years of client sales and service experience ideal.
  • Experience sourcing and prospecting for new clients.
  • Excellent interpersonal and communication skills; customer-focused.

Responsibilities

  • Provide industry-leading client service in person and by phone.
  • Develop and expand client relationships; refer to partners for growth opportunities.
  • Cross-train to perform teller duties when needed.
  • Meet or exceed client service and branch sales targets.
  • Support team sales by conducting consultative conversations and referring complex needs.

Skills

Client sales
Interpersonal communication
Banking knowledge
Multi-tasking
CRM familiarity

Education

High school diploma

Tools

Microsoft Office

Job description

Truist Wealth in Winston-Salem seeks a client-focused associate to deliver exceptional service and help grow client relationships. You will handle teller duties as needed and support advisors with consultative conversations.

The role emphasizes relationship building, product knowledge, and adherence to internal controls, with opportunities to advance within Truist’s Retail Community Banking framework.

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