Relationship Banker or Senior Relationship Banker - Valley Hills

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

Job summary

Truist Financial Corporation is seeking a Client Service professional in Charlotte, NC, to provide exceptional client experiences through proactive relationship management. The ideal candidate will possess sales experience, strong communication skills, and be proficient in basic computer applications. Join a team focused on delivering financial solutions that meet client needs while enjoying a range of benefits including health insurance, retirement plans, and paid time off.

Benefits

Medical, dental, vision insurance

401k plan

Paid vacation and sick days

Life insurance

Disability insurance

Qualifications

• 2 years of client sales and service experience required.
• Must be SAFE compliant within 30 days of employment.
• Experience with sourcing and prospecting new clients.

Responsibilities

• Provide client service experience both in person and over the phone.
• Contribute to sales targets by building and expanding client relationships.
• Advise on consumer lending options and process loan applications.

Skills

Interpersonal skills

Communication skills

Sales techniques

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 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 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. Advances 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, conducting transactions, and helping clients navigate within the branch.

Qualifications:

Required:

• 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 like Microsoft Office
• 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:

• 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
• Ability to meet or exceed sales goals
• Understanding of bank operations, policies, and procedures

Benefits: All regular teammates working 20+ hours per week are eligible for benefits including medical, dental, vision, life insurance, disability, tax-advantaged savings, and a 401k plan. Additional benefits such as vacation, sick days, holidays, and possibly pension plans or stock options are available depending on the position and division. For more details, visit our Benefits site.