Relationship Banker: Grow Client Relationships & Lending

Truist Wealth; Southport (NC); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) plan

Job summary

Truist Wealth in Southport, NC seeks a full-time Banking Associate to deliver outstanding client service in person and by phone, while growing client relationships and supporting teller duties. You will drive cross-selling and referrals to meet branch sales goals and collaborate with internal specialists for complex needs.

The role emphasizes consultative conversations, adherence to risk controls, and a proactive approach to learning product knowledge and sales techniques.

Qualifications

• 2 years of client sales and service experience
• Strong interpersonal and communication skills
• Experience sourcing and prospecting for new clients and building relationships
• Ability to multi-task and meet time constraints
• Proficiency with basic computer applications including Microsoft Office
• SAFE compliance within 30 days of employment and applicable background checks

Responsibilities

• Provide industry-leading client service in person and by phone
• Develop and expand client relationships with consultative conversations
• Cross-train to perform teller duties as needed
• Contribute to meeting branch sales targets through product recommendations
• Refer complex needs to internal specialists for additional growth opportunities
• Adhere to internal controls and risk management policies
• Advise on consumer lending options and take loan applications

Skills

Client sales

Relationship building

Customer service

Communication

Microsoft Office

Education

High school diploma

Tools

Microsoft Office

Job description

Truist Wealth in Southport, NC seeks a full-time Banking Associate to deliver outstanding client service in person and by phone, while growing client relationships and supporting teller duties. You will drive cross-selling and referrals to meet branch sales goals and collaborate with internal specialists for complex needs.

The role emphasizes consultative conversations, adherence to risk controls, and a proactive approach to learning product knowledge and sales techniques.