Relationship Banker: Grow Client Relationships & Finances

Hbcu Connect, Llc

Inwood (WV)

On-site

USD 36,000 - 52,000

Full time

4 days ago
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Benefits offered by this job

Medical, dental, vision insurance
401k plan
Paid vacation days
Paid holidays

Job summary

Truist Financial Corporation is seeking a Regular position focused on delivering exceptional client service and expanding relationships both in person and by phone. The role emphasizes consultative conversations to tailor financial solutions and includes referrals to internal partners for growth opportunities.

The role will be cross-trained to perform teller duties on occasion, support branch sales targets, and uphold internal controls and risk policies while delivering courteous, proactive

Qualifications

  • 2 years of client sales and service experience.
  • Experience with sourcing and prospecting for new clients and client relationship building.
  • Excellent interpersonal and written communication skills.
  • Must be SAFE compliant within 30 days, including NMLS background check.
  • Ability to multi-task under time constraints.
  • Ability to travel for temporary staffing needs; may include weekends or overnights.

Responsibilities

  • Develop and expand client relationships through in-person and phone interactions.
  • Meet or exceed client service and sales targets by offering banking products.
  • Refer complex needs to internal specialists for higher value opportunities.
  • Participate fully in Leadership routines and sales meetings.
  • Attend training and product knowledge sessions to improve service and sales.
  • Advise on consumer lending options and take loan applications.
  • Ensure compliance with internal controls and risk management policies.

Skills

Client sales experience
Interpersonal communication
Microsoft Office
Multi-tasking
Travel availability
Customer service

Education

High school diploma
Associates degree or higher

Tools

Microsoft Office

Job description

Truist Financial Corporation is seeking a Regular position focused on delivering exceptional client service and expanding relationships both in person and by phone. The role emphasizes consultative conversations to tailor financial solutions and includes referrals to internal partners for growth opportunities.

The role will be cross-trained to perform teller duties on occasion, support branch sales targets, and uphold internal controls and risk policies while delivering courteous, proactive

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