Relationship Banker-North Gulf Coast - Caladesi,

Truist Financial Corporation; Dunedin (FL); On-site; USD 35,000 - 55,000; Full time

Job summary

An established industry player is seeking a dedicated client service representative to enhance client relationships and provide tailored financial solutions. This role emphasizes the importance of excellent interpersonal skills and the ability to manage multiple priorities effectively. The successful candidate will be responsible for not only meeting client needs but also for contributing to the overall sales targets of the branch. With comprehensive training and a supportive environment, this position offers a fantastic opportunity for professional growth in the financial services sector. If you are passionate about client service and eager to make an impact, this role is for you!

Benefits

Medical insurance

Dental insurance

Vision insurance

401k plan

Paid vacation

Paid sick days

Paid holidays

Qualifications

• 2 years of client sales and service experience required.
• Must be SAFE compliant within 30 days of employment.

Responsibilities

• Provide industry-leading client service in person and on the phone.
• Support team sales process and conduct consultative conversations.

Skills

Client relationship building

Sales techniques

Interpersonal skills

Communication skills

Multi-tasking

Education

High school diploma

Associate's degree

Tools

Microsoft Office

Job description

Please review the following job description:

Responsible for providing an industry leading client service experience both in person and on the phone through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative conversations and referrals to other business partners for additional business growth opportunities. Cross-trained to support teller transactions as needed.

Essential Duties and Responsibilities

1. Exercises advanced proficiency with routine client maintenance requests, problem resolution and advanced sales functions regarding deposit, credit, convenience and other product and service lines.
2. 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.
3. Supports team sales process by conducting consultative conversations and acting upon or referring more complex client needs or financial goals to other internal specialists.
4. Participates fully in all components of the established Truist Retail Community Bank Leadership Routines.
5. 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.
6. Advises on consumer lending options and takes loan applications.
7. Adheres to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines.
8. 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.

Qualifications

Required Qualifications:

• High school diploma or equivalent education
• 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 which includes meeting applicable financial responsibility, character, credit fitness and criminal background standards. Successful candidates must also meet ongoing regulatory requirements.
• Ability to multi-task under time constraints
• Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes
• Ability to work weekends and/or extended hours with occasional travel and overnights may be included

Preferred Qualifications:

• Associate’s degree or higher
• Demonstrated ability to handle multiple priorities under time constraints
• Excellent verbal and written communication skills
• Ability to respond in a professional manner with a high level of service quality
• Experience with discussing, recommending and selling various deposit, credit and retirement products to consumer and small business clients
• Demonstrated ability in meeting or exceeding sales goals
• General understanding of bank operations, policies and procedures

Benefits

All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, including medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan. Teammates also receive at least 10 days of vacation (prorated based on hire date and full-time/part-time status), 10 sick days, and paid holidays. For more details, visit our Benefits site. Benefits may include pension plans, restricted stock units, and deferred compensation plans depending on the position and division.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, age, religion, disability, veteran status, or other protected classifications. Truist is a Drug-Free Workplace.

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