Relationship Banker: Consultative Client Growth & Lending

Truist; Columbia (SC); On-site; USD 34,000 - 40,000; Full time

Job summary

Truist in the United States is seeking a client-focused professional to grow relationships through consultative conversations and referrals. The role includes teller duties as needed while delivering industry-leading service via in-person and phone interactions.

Responsibilities cover maintenance, cross-selling across deposit, credit and services, and collaboration with specialists to address complex needs. Training and policy compliance ensure consistent service and growth opportunities.

Qualifications

• High school diploma or equivalent required.
• 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.
• Proficiency in basic computer applications such as Microsoft Office.
• SAFE compliance within 30 days of employment, including NMLS background check.
• Ability to multi-task under time constraints.
• Travel to accommodate temporary staffing needs as required.
• Ability to work weekends and/or extended hours with occasional travel and overnights.

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 referring more complex needs to internal specialists.
• Participates fully in all components of the established Retail Community Bank Leadership routines.
• Advances knowledge of sales techniques and product knowledge by attending training meetings and e-learning.
• Advises on consumer lending options and takes loan applications.
• Adheres to internal controls, procedures and risk management policies; stays informed of policy changes for compliance.
• Ensures a consistent client service experience by engaging clients with courteous interactions during transactions and assisting navigation within the branch.

Skills

Client sales & service

Interpersonal & communication

Microsoft Office

Multi-tasking under time constraints

Travel to accommodate staffing needs

Weekend/extended hours availability

Sales goals achievement

Relationship building

Education

High school diploma or equivalent

Associate’s degree or higher

Tools

Microsoft Office

Job description

Truist in the United States is seeking a client-focused professional to grow relationships through consultative conversations and referrals. The role includes teller duties as needed while delivering industry-leading service via in-person and phone interactions.

Responsibilities cover maintenance, cross-selling across deposit, credit and services, and collaboration with specialists to address complex needs. Training and policy compliance ensure consistent service and growth opportunities.