Relationship Banker: Growth & Solutions Expert

Truist Wealth

Montvue (TN)

On-site

USD 41,000 - 52,000

Full time

7 days ago
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Benefits offered by this job

Medical insurance
Dental insurance
Vision insurance
Life insurance
Disability insurance
401k plan
Vacation days
Sick days
Paid holidays

Job summary

Truist Financial Corporation's Montvue branch is seeking a Regular associate to deliver outstanding client service in person and by phone, develop and expand client relationships, and provide financial solutions with consultative conversations. You may be cross trained to perform teller duties as needed.

Responsibilities include handling routine client maintenance, contributing to sales targets, referring complex needs to specialists, advising on consumer lending options, ensuring compliance,

Qualifications

  • High school diploma or equivalent required.
  • 2 years of client sales and service experience.
  • Experience sourcing and prospecting for new clients and relationship building.
  • Excellent interpersonal and communication skills.
  • Proficiency in basic computer applications (Microsoft Office).
  • SAFE compliance within 30 days and regulatory/background checks.
  • Ability to multi-task under time constraints.
  • Travel for temporary staffing needs and potential locale changes.
  • Ability to work weekends and/or extended hours with potential travel/overnights.

Responsibilities

  • Exercise proficiency with routine client maintenance requests and problem resolution.
  • Contribute to meeting or exceeding client service and sales targets by developing, expanding, and retaining relationships.
  • Support team sales by consulting with clients and referring complex needs to internal specialists.
  • Participate in all components of leadership routines within Truist Retail Community Bank.
  • Attend training and meetings to enhance sales techniques and product knowledge.
  • Advise on consumer lending options and take loan applications.
  • Adhere to internal controls and risk management policies.
  • Provide a consistent client service experience by engaging clients during transactions and guiding them through branch processes.

Skills

Client sales
Interpersonal communication
Microsoft Office
Multi-tasking
Sales targets
Travel flexibility
Weekend hours

Education

High school diploma or equivalent
Associate’s degree or higher (preferred)

Tools

Microsoft Office

Job description

Truist Financial Corporation's Montvue branch is seeking a Regular associate to deliver outstanding client service in person and by phone, develop and expand client relationships, and provide financial solutions with consultative conversations. You may be cross trained to perform teller duties as needed.

Responsibilities include handling routine client maintenance, contributing to sales targets, referring complex needs to specialists, advising on consumer lending options, ensuring compliance,

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