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Relationship Banker/SR - Gulf Gate

Truist Financial Corporation

Sarasota (FL)

On-site

USD 35,000 - 50,000

Full time

30+ days ago

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Job summary

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.

Benefits

Medical, dental, vision insurance
401(k) plan
Paid holidays and vacation

Qualifications

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

Responsibilities

  • Provide industry-leading client service experience.
  • Support team sales process and meet sales targets.
  • Advise on consumer lending options and take loan applications.

Skills

Interpersonal skills
Communication skills
Sales techniques
Problem resolution
Multi-tasking

Education

High school diploma or equivalent
Associate’s degree or higher

Tools

Microsoft Office

Job description

Position Overview

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 to 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 training 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 consistent client service by engaging clients courteously during transactions and helping them navigate within the branch.
Qualifications
Required Qualifications:
  • 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 such as Microsoft Office
  • Must be SAFE compliant within 30 days of employment, including NMLS background check
  • Ability to multi-task and work weekends/extended hours with occasional travel
Preferred Qualifications:
  • Associate’s degree or higher
  • Ability to handle multiple priorities under time constraints
  • Excellent verbal and written communication skills
  • Experience discussing, recommending, and selling banking products
  • Proven ability to meet or exceed sales goals
  • Understanding of bank operations, policies, and procedures
Benefits

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.

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