Relationship Banker & Client Growth Specialist

Hbcu Connect, Llc

Orlando (FL)

On-site

USD 42,000 - 66,000

Full time

6 days ago
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Benefits offered by this job

Medical
Dental
Vision
Life insurance
Disability
401k plan
Vacation days
Sick days
Paid holidays
Pension plan
Restricted stock units
Deferred compensation

Job summary

Truist Financial Corporation is seeking a customer-focused professional for its Retail Banking team in the United States. You will handle client inquiries, loans, and everyday banking needs while driving relationship growth and branch performance.

The role emphasizes sales excellence, risk compliance, and delivering a high-quality client experience across deposits, loans, and services.

Qualifications

  • High school diploma or equivalent required.
  • 4 years of client sales and service experience.
  • Experience with sourcing and prospecting for new clients and client relationship building.
  • Excellent interpersonal and communication skills.
  • Proficiency in basic computer applications (Microsoft Office).
  • SAFE (Mortgage Licensing Act) compliance within 30 days of employment with NMLS checks.
  • Ability to multi-task under time constraints.
  • Willingness to travel for temporary staffing needs and locale changes.
  • Ability to work weekends and/or extended hours; some travel may be required.

Responsibilities

  • Exercise proficiency with routine client maintenance requests and sales across product lines.
  • Help meet client service and sales targets by offering products and developing relationships.
  • Support sales process with consultative conversations; refer complex needs to specialists.
  • Participate in leadership routines within the Retail Community Bank.
  • Pursue ongoing knowledge of sales techniques and product knowledge through training.
  • Advise on consumer lending options and take loan applications.
  • Adhere to internal controls and risk policies; stay updated on policy changes.
  • Lead branch sales initiatives and act as an expert resource.
  • Provide professional client service with courteous, needs-based transactions.

Education

High school diploma or equivalent
Associates degree or higher

Tools

Microsoft Office

Job description

Truist Financial Corporation is seeking a customer-focused professional for its Retail Banking team in the United States. You will handle client inquiries, loans, and everyday banking needs while driving relationship growth and branch performance.

The role emphasizes sales excellence, risk compliance, and delivering a high-quality client experience across deposits, loans, and services.

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