Relationship Banker: Grow Client Wealth & Lending

Truist; Atlanta (GA); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401k plan

Paid vacation days

Paid sick days

Paid holidays

Job summary

Truist is seeking a customer-focused professional in Atlanta to provide industry-leading client service in person and by phone, expanding both new and existing client relationships. You will offer financial solutions based on consultative conversations and referrals to other partners for growth opportunities, with cross-training to perform teller duties when needed.

The role emphasizes developing relationships, meeting sales targets, and handling routine banking transactions while staying

Qualifications

• High school diploma or equivalent required.
• 2 years of client sales and service experience.
• Experience with sourcing and prospecting for new clients and client relationship building.
• Excellent interpersonal and communication skills, including a desire to interact with clients and prospects.
• Demonstrated proficiency in basic computer applications, such as Microsoft Office.
• Must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment in this role, including new or transfer of registration and applicable NMLS background check.

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 relationship

Sales experience

Communication skills

Microsoft Office

Time management

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Truist is seeking a customer-focused professional in Atlanta to provide industry-leading client service in person and by phone, expanding both new and existing client relationships. You will offer financial solutions based on consultative conversations and referrals to other partners for growth opportunities, with cross-training to perform teller duties when needed.

The role emphasizes developing relationships, meeting sales targets, and handling routine banking transactions while staying