Relationship Banker: Client Growth & Lending Pro

Truist Wealth; Clarksburg (WV); On-site; USD 38,000 - 60,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401k plan

Vacation time (10+ days prorated)

Job summary

Truist Wealth seeks a results-driven professional to deliver exceptional client service in person and over the phone, while expanding client relationships and offering financial solutions. You will refer more complex needs to specialists and support teller duties as needed in a dynamic branch setting.

The role emphasizes meeting sales targets, staying compliant with policies, and participating in ongoing training to deepen product knowledge and service quality for consumer and business clients.

Qualifications

• Minimum high school diploma; degree preferred
• 2 years of client sales and service experience
• Experience sourcing and prospecting for new clients
• Strong interpersonal and communication skills
• Proficiency with basic computer applications (Microsoft Office)
• SAFE compliance within 30 days and NMLS background check
• Ability to multi-task under time constraints
• Willingness to travel for temporary staffing needs
• Weekend and/or extended hours with possible travel or overnight

Responsibilities

• Provide an industry-leading client service experience in person and by phone
• Support achievement of branch sales targets through relationship growth
• Refer complex needs to internal specialists for cross-sell opportunities
• Engage in all components of the Retail Community Bank routines
• Attend training and product knowledge sessions to improve performance
• Advise on consumer lending options and take loan applications
• Adhere to internal controls and risk management policies
• Assist with teller duties as needed

Skills

Client sales

Interpersonal communication

Microsoft Office

Time management

Prospecting

Education

High school diploma

Associate degree

Tools

Microsoft Office

Job description

Truist Wealth seeks a results-driven professional to deliver exceptional client service in person and over the phone, while expanding client relationships and offering financial solutions. You will refer more complex needs to specialists and support teller duties as needed in a dynamic branch setting.

The role emphasizes meeting sales targets, staying compliant with policies, and participating in ongoing training to deepen product knowledge and service quality for consumer and business clients.