Relationship Banker or Senior Relationship Banker - Union Road

Truist Financial Corporation; Gastonia (NC); On-site; USD 35,000 - 60,000; Full time

Job summary

An established industry player is seeking a dedicated Client Service Representative to enhance client relationships and deliver exceptional service. This role involves providing financial solutions tailored to client needs while supporting team sales processes. The ideal candidate will have a strong background in client sales and service, excellent communication skills, and the ability to multi-task effectively. Join a forward-thinking company that values growth and offers comprehensive benefits, including health insurance and a 401k plan. If you're ready to make a significant impact in client service, this opportunity is for you.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

401k Plan

Life Insurance

Disability Insurance

Qualifications

• 2+ years of client sales and service experience required.
• Proficiency in basic computer applications is essential.

Responsibilities

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

Skills

Client Sales and Service Experience

Interpersonal Skills

Communication Skills

Microsoft Office Proficiency

Multi-tasking Ability

Education

High School Diploma

Associate’s Degree or Higher

Tools

Microsoft Office

Job description

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.

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Regular or Temporary: Regular

Language Fluency: English (Required)

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

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 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 through attending meetings, 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, 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, such as Microsoft Office
• Must be SAFE compliant within 30 days of employment, including background checks
• 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 banking products
• Proven ability to meet or exceed sales goals
• Understanding of bank operations, policies, and procedures

Benefits

Eligible employees working 20+ hours/week are eligible for benefits including 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, stock units, and deferred compensation, depending on the position and division.

Truist is an Equal Opportunity Employer and a Drug-Free Workplace.

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