Relationship Banker: Grow Clients with Financial Solutions

Truist; Wake Forest (NC); On-site; USD 32,000 - 52,000; Full time

Benefits offered by this job

Medical benefits

401k plan

Paid time off

Job summary

Truist is seeking a client service oriented professional to deliver outstanding service in-branch and on the phone. You will develop existing relationships and offer financial solutions based on consultative conversations, with occasional teller duties as needed.

The role requires strong communication, multitasking and the ability to travel as staffing needs arise. SAFE licensing and regulatory compliance are required within 30 days of employment.

Qualifications

• Must have strong client service experience and ability to develop relationships.
• Ability to cross-sell financial solutions through consultative conversations.
• Comfort with teller duties and cash handling when needed.
• Safety and regulatory compliance knowledge and adherence.

Responsibilities

• Provide industry leading client service in person and by phone.
• Develop and expand client relationships with financial solutions.
• Refer complex needs to internal specialists for growth opportunities.
• Maintain familiarity with policies and procedures for compliance.

Skills

Client sales

Interpersonal skills

Communication

Microsoft Office

Multi-tasking

Relationship building

Education

High school diploma or equivalent

Associate’s degree or higher

Tools

Microsoft Office

Job description

Truist is seeking a client service oriented professional to deliver outstanding service in-branch and on the phone. You will develop existing relationships and offer financial solutions based on consultative conversations, with occasional teller duties as needed.

The role requires strong communication, multitasking and the ability to travel as staffing needs arise. SAFE licensing and regulatory compliance are required within 30 days of employment.