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A leading financial institution is seeking a Client Service Representative to deliver exceptional service and build client relationships. The role involves advising clients on financial solutions, supporting sales processes, and ensuring compliance with internal policies. Ideal candidates will have strong communication skills, a background in sales, and a commitment to client satisfaction.
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.
All eligible employees working 20+ hours/week are entitled to benefits including medical, dental, vision, life insurance, disability, tax-advantaged savings, and a 401(k). Additional benefits may include vacation, sick days, paid holidays, and possibly pension plans, stock units, or deferred compensation depending on the division. For detailed benefits information, visit our Benefits site.
Equal Opportunity Employer: Truist is committed to an inclusive environment and does not discriminate based on race, gender, age, disability, or other protected categories. Truist is a Drug-Free Workplace.