Relationship Banker & Personal Lending Advisor

Truist; Atlanta (GA); On-site; USD 38,000 - 52,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401k plan

Vacation days (10+)

Job summary

Truist is seeking a customer-focused professional to deliver exceptional service in person and by phone while expanding client relationships. You will promote financial solutions and collaborate with internal partners to grow business. Cross-training to perform teller duties may be required.

The role emphasizes consultative conversations, meeting service and sales goals, and maintaining compliance with policies and procedures in a fast-paced branch setting.

Qualifications

• High school diploma or equivalent required.
• Proven experience in client sales and service.

Responsibilities

• Provide exceptional client service in person and over the phone while expanding client relationships.
• Cross-train to perform teller duties as needed.
• Support branch sales targets by offering products and services.
• Refer complex client needs to internal specialists.
• Adhere to internal controls and risk management policies.
• Assist with greeting clients and guiding them within the branch.

Skills

Client relationship building

Sales experience

Interpersonal communication

Microsoft Office

Time management

Regulatory compliance (SAFE)

Travel flexibility

Education

High school diploma or equivalent

Associate degree preferred

Tools

Microsoft Office

Job description

Truist is seeking a customer-focused professional to deliver exceptional service in person and by phone while expanding client relationships. You will promote financial solutions and collaborate with internal partners to grow business. Cross-training to perform teller duties may be required.

The role emphasizes consultative conversations, meeting service and sales goals, and maintaining compliance with policies and procedures in a fast-paced branch setting.