Relationship Banker: Client Growth & Lending Advisor

Truist Financial Corporation; Charleston (SC); On-site; USD 35,000 - 45,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401k plan

Paid vacation and holidays

Sick days

Job summary

Truist in Charleston, SC seeks a Regular full-time Client Service/Relationship Associate to serve clients in person and by phone, expanding relationships through consultative conversations and referrals. The role includes cross-training to perform teller duties as needed, handling deposits, loans, and product recommendations with a customer-first approach.

Strong communication, interpersonal skills, and basic computer proficiency are essential, along with the ability to multitask, work weekends,

Qualifications

• High school diploma or equivalent required.
• 2 years of client sales and service experience.
• Experience sourcing and prospecting for new clients and building client relationships.
• Excellent interpersonal and communication skills; able to interact with clients and prospects.
• Proficiency in basic computer applications, including Microsoft Office.
• Must be SAFE compliant within 30 days of Employment, including NMLS background check.

Responsibilities

• Provide industry-leading client service in person and on the phone to develop and expand client relationships.
• Offer financial solutions based on consultative conversations and referrals to other partners.
• Cross-train to perform teller duties as needed.
• Maintain proficiency in routine client maintenance requests and problem resolution.
• Contribute to meeting branch sales targets by offering products and services to develop and retain relationships.
• Refer complex needs to internal specialists and support the team sales process.
• Engage in training to improve sales techniques and product knowledge.
• Assist with consumer lending options and loan applications.
• Comply with internal controls and risk management policies.
• Greet clients and assist them through branch navigation and transactions.

Skills

Client sales

Excellent communication

Interpersonal skills

Multi-tasking

Sales goals

Education

High school diploma or equivalent

Associate degree or higher

Tools

Microsoft Office

Job description

Truist in Charleston, SC seeks a Regular full-time Client Service/Relationship Associate to serve clients in person and by phone, expanding relationships through consultative conversations and referrals. The role includes cross-training to perform teller duties as needed, handling deposits, loans, and product recommendations with a customer-first approach.

Strong communication, interpersonal skills, and basic computer proficiency are essential, along with the ability to multitask, work weekends,