Relationship Banker/Senior Relationship Banker - Zebulon Road

Truist Financial Corporation; Charlotte (NC); On-site; USD 35,000 - 55,000; Full time

Job summary

A leading financial institution is seeking a Client Service Representative in Charlotte, North Carolina. This role focuses on delivering exceptional client service while fostering new and existing relationships through collaborative sales efforts. Candidates should be individuals with strong interpersonal skills and experience in client-facing environments, providing financial solutions tailored to client needs. Opportunities for professional development and comprehensive benefits are available for eligible employees.

Benefits

Medical, dental, and vision insurance

Retirement accounts

Paid vacation and sick leave

Qualifications

• At least 2 years of client sales and service experience.
• Must be SAFE compliant within 30 days of employment.
• Experience in sourcing and prospecting for new clients.

Responsibilities

• Responsible for providing client service experience through developing and expanding client relationships.
• Advises on consumer lending options and processes loan applications.
• Contributes to meeting or exceeding client service and sales targets.

Skills

Communication

Interpersonal Skills

Sales Techniques

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 as well as individual and branch 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. Commits to advancing individual knowledge of sales techniques and product knowledge through attending sales, service, and product knowledge meetings, training classes, and web-based learning.
6. Advises on consumer lending options and processes loan applications.
7. Adheres to internal controls, operational procedures, and risk management policies, staying informed of policy changes to ensure compliance.
8. Ensures a consistent client service experience by engaging clients courteously during transactions, including handling teller transactions and guiding clients within the branch.

Qualifications:

Required Qualifications:

• High school diploma or equivalent
• At least 2 years of client sales and service experience
• Experience in sourcing and prospecting for new clients and building client relationships
• Excellent interpersonal and communication skills
• Proficiency in basic computer applications like Microsoft Office
• Must be SAFE compliant within 30 days of employment, including NMLS background check
• Ability to multi-task under time constraints
• Ability to travel for staffing needs or location 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 effectively
• Excellent verbal and written communication skills
• Experience discussing and selling deposit, credit, and retirement products
• Proven success in meeting or exceeding sales goals
• Understanding of bank operations, policies, and procedures

Benefits: All eligible employees working 20+ hours per week are eligible for benefits including medical, dental, vision, life insurance, disability, retirement accounts, paid vacation, sick leave, and holidays. Additional benefits may include pension plans, stock units, or deferred compensation, depending on the position and division. More details are available on the Benefits site.