Relationship Banker: Client Growth & Lending Advisor

Truist; Mooresville (NC); On-site; USD 34,000 - 42,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401k plan

Paid holidays

Vacation days

Sick days

Job summary

Truist in Mooresville, NC seeks a client-focused professional to deliver exceptional service in person and by phone, expanding client relationships through consultative conversations. The role includes cross-selling appropriate financial products and assisting with teller duties as needed.

The position requires English fluency, a high school diploma, and 2+ years in client sales/service. Travel and weekend hours may be involved as part of regular branch operations.

Qualifications

• Requires client-facing sales experience and strong communication skills.
• Ability to build and expand client relationships through consultative conversations.
• Proficient with basic computer applications (MS Office) and CRM tools.
• Demonstrated multi-tasking and time-management abilities in a fast-paced environment.
• Understanding of banking products and willingness to cross-sell when appropriate.

Responsibilities

• Provide excellent client service in person and by phone to build relationships.
• Contribute to branch sales targets by offering suitable financial products.
• Refer complex needs to internal specialists to support client goals.
• Assist with teller duties as needed and maintain accuracy in transactions.
• Adhere to policies and internal controls while ensuring compliance.

Skills

Client relationship

Sales experience

Interpersonal communication

Microsoft Office

Time management

Multi-tasking

Customer service

Education

High school diploma or equivalent

Tools

CRM software

Job description

Truist in Mooresville, NC seeks a client-focused professional to deliver exceptional service in person and by phone, expanding client relationships through consultative conversations. The role includes cross-selling appropriate financial products and assisting with teller duties as needed.

The position requires English fluency, a high school diploma, and 2+ years in client sales/service. Travel and weekend hours may be involved as part of regular branch operations.