Relationship Banker/Senior Relationship Banker - Gray Highway

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

Job summary

Truist Financial Corporation is seeking a client service representative to provide exceptional service to clients and develop relationships within the branch. The role involves assisting with financial solutions, supporting teller transactions, and meeting sales targets. Ideal candidates will have strong communication skills and a background in client service.

Benefits

Medical insurance

Dental insurance

Vision insurance

Paid vacation

Retirement accounts

Qualifications

• 2 years of client sales and service experience required.
• Experience in sourcing and building client relationships.
• SAFE compliance within 30 days of employment.

Responsibilities

• Provide industry-leading client service experiences.
• Contribute to meeting sales targets through relationship development.
• Advise on consumer lending options and process loan applications.

Skills

Interpersonal skills

Communication skills

Sales

Client relationship building

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. Develops and expands new and existing client relationships by offering financial solutions based on consultative conversations and referrals to other business partners for additional growth. Supports teller transactions as needed.

Essential Duties and Responsibilities:

1. Exercise proficiency with routine client maintenance requests, problem resolution, and sales functions related to deposit, credit, and other product lines.
2. Contribute to meeting or exceeding client service and sales targets by offering products and services, focusing on relationship development, expansion, and retention.
3. Support team sales by conducting consultative conversations and referring complex needs to specialists.
4. Participate in all components of the Truist Retail Community Bank Leadership Routines.
5. Enhance sales techniques and product knowledge through training and meetings.
6. Advise on consumer lending options and process loan applications.
7. Adhere to internal controls, operational procedures, and risk policies, staying informed of policy changes.
8. Ensure a consistent client service experience through courteous interactions, assisting with transactions, and guiding clients within the branch.

Qualifications:

Required:

• High school diploma or equivalent
• 2 years of client sales and service experience
• Experience in sourcing and building client relationships
• Excellent interpersonal and communication skills
• Proficiency in Microsoft Office
• SAFE compliance within 30 days of employment
• Ability to multi-task under time constraints
• Willingness to travel and work weekends/extended hours as needed

Preferred:

• Associate’s degree or higher
• Ability to handle multiple priorities efficiently
• Strong verbal and written communication skills
• Experience in discussing and selling banking products
• Track record of meeting or exceeding sales goals
• Understanding of bank operations and policies

Benefits: Eligible employees working 20+ hours/week can access medical, dental, vision, life insurance, disability, retirement accounts, paid vacation, sick days, holidays, and other benefits. Specific benefits depend on the division and position. For details, visit our Benefits site.