Relationship Banker or Senior Relationship Banker - Chapel Hill Main

Truist Financial Corporation; Chapel Hill (NC); On-site; USD 40,000 - 55,000; Full time

Job summary

A leading financial corporation seeks a dedicated client service representative to enhance client relationships and drive sales growth. This role involves providing exceptional service through consultative interactions while supporting teller transactions. Ideal candidates possess strong communication skills and a background in sales and client service. Opportunities for growth and comprehensive benefits are offered to eligible employees.

Benefits

Medical, dental, and vision insurance

401k plan

At least 10 days of vacation

10 sick days and paid holidays

Qualifications

• 2 years of client sales and service experience.
• Proficiency in basic computer applications.
• Must be SAFE compliant within 30 days of employment.

Responsibilities

• Provide an industry-leading client service experience in person and on the phone.
• Contribute to exceeding client service and sales targets.
• Advises on consumer lending options and takes loan applications.

Skills

Interpersonal skills

Communication skills

Sales skills

Multi-tasking

Education

High school diploma or equivalent

Associate’s degree or higher

Tools

Microsoft Office

Job description

Language Fluency: English (Required)

Work Shift: 1st shift (United States of America)

Job Grade: 104

Job Description:

Responsible for providing an industry-leading client service experience both in person and on the phone. Develops and expands new and existing client relationships by offering financial solutions that meet client needs through consultative conversations and referrals to other business partners for additional growth. Supports teller transactions as needed.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Summary of essential functions. Other duties may be performed, both major and minor, which are not mentioned below. Activities may change over time.

1. Exercises advanced proficiency with routine client maintenance requests, problem resolution, and 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 focused 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 personal knowledge of sales techniques and products through attending meetings, training, 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, staying informed of policy changes.
8. Ensures a consistent client service experience by engaging clients courteously, conducting transactions, and assisting with navigation within the branch.

QUALIFICATIONS

Required Qualifications:

• High school diploma or equivalent
• 2 years of client sales and service experience
• Experience with sourcing and prospecting for new clients and building relationships
• Excellent interpersonal and communication skills
• Proficiency in basic computer applications, such as Microsoft Office
• Must be SAFE compliant within 30 days of employment, including NMLS background check
• Ability to multi-task under time constraints
• Ability to travel for staffing needs, including temporary assignments or locale changes
• Availability to work weekends and extended hours with occasional travel and overnights

Preferred Qualifications:

• Associate’s degree or higher
• Ability to handle multiple priorities under time constraints
• Excellent verbal and written communication skills
• Experience discussing, recommending, and selling deposit, credit, and retirement products
• Proven ability to meet or exceed sales goals
• Understanding of bank operations, policies, and procedures

Benefits: All eligible employees working 20+ hours per week are entitled to benefits including medical, dental, vision, life insurance, disability, tax-advantaged savings, and a 401k plan. First-year employees receive at least 10 days of vacation, 10 sick days, and paid holidays. Additional benefits may include pension plans, stock units, and deferred compensation, depending on the division. Further details will be provided during the hiring process.