Relationship Banker or Senior Relationship Banker - Salisbury/Jake Alexander

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

Job summary

A leading financial institution is seeking a dedicated Client Service Representative to enhance client relationships and provide tailored financial solutions. The role involves supporting sales processes and ensuring exceptional client service both in-person and over the phone. Ideal candidates will have strong interpersonal skills and a commitment to client satisfaction.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

401k

Vacation Days

Sick Days

Qualifications

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

Responsibilities

• Provides financial solutions through client consultations.
• Supports team sales process and conducts consultative conversations.
• Advises on consumer lending options and takes loan applications.

Skills

Interpersonal Skills

Communication Skills

Sales Techniques

Relationship Building

Education

High School Diploma

Associate's Degree

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 with a focus on developing, expanding, and retaining relationships.
3. Supports team sales process by conducting consultative conversations and referring more 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 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 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 and relationship building
• 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
• Excellent verbal and written communication skills
• Experience in discussing and selling bank products
• Proven sales achievement
• Understanding of bank operations

Benefits

Eligible employees working 20+ hours per week may access benefits including medical, dental, vision, life insurance, disability, savings accounts, and 401k. Additional benefits may include vacation, sick days, holidays, pension plans, stock units, and deferred compensation, depending on the position and division. For more details, visit our Benefits site.

Equal Opportunity Employer: Truist does not discriminate based on race, gender, age, religion, disability, veteran status, or other protected classes. Truist is a Drug-Free Workplace.

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