Relationship Banker & Financial Solutions Advisor

Truist; Smithfield (NC); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401(k) Plan

Paid Time Off

Job summary

Truist seeks a customer-focused representat ive to deliver exceptional service in person and on the phone, expanding existing client relationships and providing financial solutions. You will assist with teller duties as needed and collaborate with specialists to grow business.

The role emphasizes consultative conversations, meeting sales targets, and adhering to risk controls while supporting strong client experiences at the branch. Strong English communication required.

Qualifications

• High school diploma or equivalent
• 2 years of client sales and service experience
• Excellent interpersonal and communication skills
• Proficiency with basic computer applications, such as Microsoft Office
• Must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment in this role

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.
• Ensures a consistent client service experience by engaging clients with smiling, courteous conversation while conducting transactions and uncovering needs. This may include handling teller transactions and sharing responsibility for greeting clients and helping them navigate within the branch.

Skills

Client sales

Customer service

Interpersonal communication

Time management

Education

High school diploma or equivalent

Associate’s degree or higher

Tools

Microsoft Office

Job description

Truist seeks a customer-focused representat ive to deliver exceptional service in person and on the phone, expanding existing client relationships and providing financial solutions. You will assist with teller duties as needed and collaborate with specialists to grow business.

The role emphasizes consultative conversations, meeting sales targets, and adhering to risk controls while supporting strong client experiences at the branch. Strong English communication required.