Relationship Banker: Client Solutions & Growth

Crump Life Insurance Svcs Inc; Knoxville (TN); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) plan

Job summary

Truist Retail is seeking a regular full-time team member to deliver industry-leading client service in-person and by phone. You will expand client relationships, offer financial solutions, and coordinate with specialists for complex needs.

Flexibility for scheduling and occasional travel is noted. Responsibilities include advanced client maintenance, meeting sales targets, and contributing to branch performance while adhering to risk and policy guidelines.

Qualifications

• 2 years of client sales and service experience.
• Experience with sourcing and prospecting for new clients and client relationship building.
• Excellent interpersonal and communication skills, including a desire to interact with clients and prospects.

Responsibilities

• Exercises advanced proficiency with routine client maintenance requests, problem resolution and advanced sales functions regarding deposit, credit, convenience and other product and service lines.
• Contributes to meeting or exceeding client service as well as individual and branch sales targets by offering products and services with a focus on developing, expanding and retaining relationships.
• Supports team sales process by conducting consultative conversations and acting upon or referring more complex client needs or financial goals to other internal specialists.
• Participates fully in all components of the established Truist Retail Community Bank Leadership Routines
• Commits to advancing individual knowledge of sales techniques and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings, applicable training classes and web-based learning.
• Advises on consumer lending options and takes loan applications.
• Adheres to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines.
• Ensures a consistent client service experience by engaging clients with smiling, courteous conversation while conducting transactions and uncovering needs.

Skills

Client sales experience

Relationship building

Microsoft Office

Education

High school diploma

Tools

Microsoft Office

Job description

Truist Retail is seeking a regular full-time team member to deliver industry-leading client service in-person and by phone. You will expand client relationships, offer financial solutions, and coordinate with specialists for complex needs.

Flexibility for scheduling and occasional travel is noted. Responsibilities include advanced client maintenance, meeting sales targets, and contributing to branch performance while adhering to risk and policy guidelines.