Relationship Banker & Financial Solutions Advisor

Truist Financial; Atlanta (GA); On-site; USD 32,000 - 52,000; Full time

Job summary

Truist Financial in Atlanta is seeking a client-focused professional to deliver industry-leading service in person and by phone, developing and expanding client relationships while providing financial solutions.

The role includes cross-training to perform teller duties, advising on lending options, meeting sales targets, upholding controls and risk policies, and collaborating with internal specialists to support clients and growth.

Qualifications

• High school diploma or equivalent.
• 2 years of client sales and service experience.
• Experience sourcing prospects and building client relationships.
• Excellent interpersonal and communication skills.
• Proficiency in basic computer applications such as Microsoft Office.
• SAFE compliance within 30 days and NMLS background check requirements.
• Ability to multi-task under time constraints.
• Willingness to travel for temporary staffing needs.
• Ability to work weekends and/or extended hours with occasional travel.

Responsibilities

• Provide industry-leading client service in person and by phone.
• Develop and expand client relationships with financial solutions.
• Refer complex needs to internal specialists when appropriate.
• Cross trained to perform required teller duties as needed.
• Contribute to meeting branch sales targets through consultative conversations.

Skills

Client relationship

Sales experience

Interpersonal communication

Multi-tasking

Customer service

Education

High school diploma or equivalent

Associates degree preferred

Tools

Microsoft Office

Job description

Truist Financial in Atlanta is seeking a client-focused professional to deliver industry-leading service in person and by phone, developing and expanding client relationships while providing financial solutions.

The role includes cross-training to perform teller duties, advising on lending options, meeting sales targets, upholding controls and risk policies, and collaborating with internal specialists to support clients and growth.