Relationship Banker or Senior Relationship Banker - Marshville

Truist Financial Corporation; Marshville (NC); On-site; USD 40,000 - 60,000; Full time

Job summary

A leading financial corporation in Marshville seeks a dedicated client relationship associate to enhance customer service and foster new business relationships. Ideal candidates will possess strong sales skills, a commitment to customer satisfaction, and the ability to meet varied challenges in a dynamic environment. Responsibilities include client support, sales strategy implementation, and collaboration with financial specialists to drive business growth.

Benefits

Medical, dental, and vision insurance

401k plan

Life and disability insurance

Pension plans

Savings accounts

Qualifications

• 2 years of client sales and service experience required.
• SAFE compliance needed within 30 days of employment.

Responsibilities

• Responsible for providing client service and expanding relationships.
• Conduct consultative conversations and support sales processes.
• Advises on consumer lending options and takes applications.

Skills

Interpersonal skills

Communication skills

Sales skills

Multitasking

Proficiency in computer applications

Education

High school diploma or equivalent

Associate’s degree or higher

Job description

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 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 individual knowledge of sales techniques and product knowledge through 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 during transactions and helping them navigate 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
• 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
• Availability to work weekends and extended hours

Preferred Qualifications

• Associate’s degree or higher
• Ability to handle multiple priorities
• Excellent verbal and written communication skills
• Experience with selling deposit, credit, and retirement products
• Ability to meet or exceed sales goals
• Understanding of bank operations and policies

Benefits

Eligible employees working 20+ hours/week may receive medical, dental, vision, life insurance, disability, savings accounts, and a 401k plan. Benefits details are available on our Benefits site. Additional benefits may include pension plans, restricted stock units, and deferred compensation plans depending on the position and division.

Equal Opportunity Employment

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