Relationship Banker: Grow Client Relationships & Lending

Kappaalphapsi1911; Raleigh (NC); Sur place; USD 35 000 - 52 000; Plein temps

Avantages offerts par ce poste

Health insurance

Dental insurance

Vision insurance

Life insurance

401k plan

Paid holidays

Résumé du poste

Truist Financial Corporation in Raleigh region is seeking a Regular, full-time banking associate focused on client service and relationship building. You will handle teller transactions when needed, advise on consumer lending options, and refer more complex needs to specialists.

The role emphasizes friendly, knowledgeable service, meeting sales targets, and adhering to internal controls and regulatory requirements, with opportunities for growth in a supportive team environment.

Qualifications

• High school diploma or equivalent education.
• 2 years of client sales and service experience.
• Experience sourcing and prospecting for new clients.
• Excellent interpersonal and communication skills.
• Proficiency with basic computer applications (Microsoft Office).
• SAFE compliant within 30 days and pass NMLS background checks.
• Ability to multi-task under time constraints.
• Ability to travel to accommodate temporary staffing needs.
• Weekend/extended hours with possible travel.

Responsabilités

• 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. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines.
• 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.

Connaissances

Client sales and service

Interpersonal communication

Multi-tasking

Microsoft Office

Formation

High school diploma or equivalent

Associate’s degree or higher

Description du poste

Truist Financial Corporation in Raleigh region is seeking a Regular, full-time banking associate focused on client service and relationship building. You will handle teller transactions when needed, advise on consumer lending options, and refer more complex needs to specialists.

The role emphasizes friendly, knowledgeable service, meeting sales targets, and adhering to internal controls and regulatory requirements, with opportunities for growth in a supportive team environment.