Relationship Banker or Senior Relationship Banker - Beaufort

Truist Financial Corporation; North Carolina; On-site; USD 35,000 - 60,000; Full time

Job summary

An established industry player is seeking a dedicated client service representative to deliver exceptional service and foster strong client relationships. This role involves providing financial solutions tailored to client needs, supporting sales targets, and ensuring a seamless client experience during transactions. The ideal candidate will possess excellent communication skills and a proven track record in client sales. Join a forward-thinking company that values employee development and offers comprehensive benefits, including medical, dental, and retirement plans. This is a fantastic opportunity for those looking to grow in the banking sector.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

401k Plan

Paid Holidays

Vacation Days

Sick Days

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 experience in person and on the phone.
• Support team sales process by conducting consultative conversations.

Skills

Client Sales Experience

Communication Skills

Interpersonal Skills

Problem Resolution

Multi-tasking

Education

High School Diploma

Associate’s Degree

Tools

Basic Computer Applications

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 and sales targets by offering products and services, focusing on developing, expanding, and retaining relationships.
3. Supports team sales process by conducting consultative conversations and referring complex client needs to internal specialists.
4. Participates fully in all components of the established Truist Retail Community Bank Leadership routines.
5. Advances individual knowledge of sales techniques and product knowledge through training and learning opportunities.
6. Advises on consumer lending options and takes loan applications.
7. Adheres to internal controls, operational procedures, and risk management policies, staying informed of policy changes.
8. Ensures a consistent client service experience by engaging clients courteously during transactions and assisting them within the branch.

Qualifications

Required Qualifications:

• High school diploma or equivalent
• 2 years of client sales and service experience
• Experience in sourcing and prospecting for new clients and building relationships
• Excellent interpersonal and communication skills
• Proficiency in basic computer applications
• Must be SAFE compliant within 30 days of employment
• Ability to multi-task under time constraints
• Ability to travel for staffing needs and work weekends or extended hours

Preferred Qualifications:

• Associate’s degree or higher
• Ability to handle multiple priorities effectively
• Excellent verbal and written communication skills
• Experience in discussing, recommending, and selling banking products
• Proven sales achievement record
• Understanding of bank operations and policies

Benefits

Eligible employees working 20+ hours/week can access medical, dental, vision, life insurance, disability, savings accounts, and a 401k plan. Benefits include vacation, sick days, paid holidays, and potential eligibility for pension, stock units, and deferred compensation plans. For details, visit our Benefits site.

Equal Opportunity Statement: Truist is an Equal Opportunity Employer and a Drug-Free Workplace. We do not discriminate based on race, gender, age, disability, or other protected classes. EEO is the Law | Pay Transparency Nondiscrimination Provision | E-Verify