Relationship Banker & Financial Solutions Expert

Truist Financial Corporation; St. Matthews (SC); On-site; USD 32,000 - 46,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

401(k) plan

Job summary

Truist Financial Corporation is seeking a frontline banking professional in the United States who excels in client service and sales. The role focuses on developing and expanding client relationships through consultative conversations and referrals to specialists.

You may also perform teller duties as needed to support branch operations. Ideal candidates have a high school diploma and 2+ years in client sales and service, with strong communication skills and proficiency in Microsoft Office.

Qualifications

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

Responsibilities

• Provide industry-leading client service in person and by phone.
• Develop and expand client relationships through consultative conversations.
• Refer complex needs to internal specialists to drive growth.
• Cross-train to perform teller duties as needed.
• Adhere to internal controls and risk management policies.
• Advise on consumer lending options and take loan applications.
• Engage clients and uncover banking needs during transactions.
• Support branch sales targets through proactive selling and relationship building.

Skills

Customer service

Sales experience

Communication skills

Microsoft Office

Relationship building

Multi-tasking

Travel flexibility

Compliance awareness

Education

High school diploma or equivalent

Tools

Microsoft Office

CRM systems

Job description

Truist Financial Corporation is seeking a frontline banking professional in the United States who excels in client service and sales. The role focuses on developing and expanding client relationships through consultative conversations and referrals to specialists.

You may also perform teller duties as needed to support branch operations. Ideal candidates have a high school diploma and 2+ years in client sales and service, with strong communication skills and proficiency in Microsoft Office.