Relationship Banker: Grow Client Wealth & Relationships

Truist; Sanford (FL); Vor Ort; USD 40.000 - 52.000; Vollzeit

Benefits dieser Stelle

Medical insurance

Dental insurance

401k plan

Paid holidays

Vacation days

Zusammenfassung

Truist in Sanford, FL is hiring a Customer Service / Teller Associate to deliver exceptional service and build client relationships. The role includes expanding client relationships, cross-selling opportunities, and performing teller duties as needed.

You will handle consultative conversations, support sales targets, and coordinate with internal specialists to meet client financial goals while adhering to policies and risk controls.

Qualifikationen

• High school diploma or equivalent.
• 2 years of client sales and service experience.
• Experience sourcing and prospecting for new clients and client relationships.
• Excellent interpersonal and communication skills.
• Proficiency in Microsoft Office.
• SAFE compliance within 30 days of employment, including NMLS checks.
• Ability to multi-task under time constraints.
• Willingness to travel as needed.
• Weekend and extended hours availability.

Aufgaben

• Provide industry leading client service in person and by phone.
• Develop and expand client relationships and cross-sell to other partners.
• Perform teller duties as needed.
• Maintain compliance with policies and risk management.
• Assist in meeting branch sales targets.
• Participate in team leadership routines.

Kenntnisse

Client sales

Interpersonal skills

Multi-tasking

Prospecting for new clients

Ausbildung

High school diploma or equivalent

Associate’s degree or higher

Tools

Microsoft Office

Jobbeschreibung

Truist in Sanford, FL is hiring a Customer Service / Teller Associate to deliver exceptional service and build client relationships. The role includes expanding client relationships, cross-selling opportunities, and performing teller duties as needed.

You will handle consultative conversations, support sales targets, and coordinate with internal specialists to meet client financial goals while adhering to policies and risk controls.