Relationship Banker: Grow Client Wealth & Lending

Truist

Conway (SC)

On-site

USD 42,000 - 70,000

Full time

2 days ago
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Benefits offered by this job

Medical insurance
Dental insurance
Vision insurance
Life insurance
Disability insurance
401(k) plan
Vacation and sick days
Paid holidays

Job summary

Truist is seeking a Service/Relationship advocate to deliver exceptional client service in a retail branch, expand client relationships, and support sales goals. You may also assist with teller duties and lending inquiries, working to meet customer financial needs.

The role emphasizes cross-training, regulatory compliance, and proactive customer engagement to drive business growth within the branch network.

Qualifications

  • Requires high school diploma; 2+ years client sales and service experience.
  • Experience sourcing and prospecting for new clients and building relationships.
  • Excellent interpersonal and communication skills; ability to interact with clients and prospects.
  • Proficiency in basic computer applications, including MS Office; compliance with SAFE and regulatory standards.

Responsibilities

  • Provide industry-leading client service in person and by phone; expand client relationships.
  • Cross-skill to perform teller duties when needed and handle routine maintenance requests.
  • Support branch sales targets by offering products and services to meet client needs.
  • Conduct consultative conversations and refer complex needs to internal specialists.
  • Participate in Retail Community Bank Leadership routines and training to improve sales and service knowledge.
  • Advise on consumer lending options and take loan applications.
  • Adhere to internal controls and risk management policies; ensure policy compliance.
  • Engage clients with courteous conversations and assist with teller transactions.

Skills

Client sales
Communication
Multi-tasking
Prospecting for clients

Education

High school diploma or equivalent
Associate’s degree or higher

Tools

MS Office

Job description

Truist is seeking a Service/Relationship advocate to deliver exceptional client service in a retail branch, expand client relationships, and support sales goals. You may also assist with teller duties and lending inquiries, working to meet customer financial needs.

The role emphasizes cross-training, regulatory compliance, and proactive customer engagement to drive business growth within the branch network.

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