Relationship Banking Advisor

Truist Wealth; United States; On-site; USD 46,000 - 56,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) plan

Vacation days

Sick days

Job summary

Truist Wealth is seeking a Regular full-time Client Service Representative to deliver industry-leading client service, both in person and by phone, while expanding relationships and cross-selling financial solutions. The role includes potential teller duties as needed and contributes to branch sales targets.

The position requires a high school diploma, 2 years of client sales/service experience, and strong interpersonal skills.

Qualifications

• High school diploma or equivalent education
• 2 years of client sales and service experience
• Experience with sourcing and prospecting for new clients and client relationship building
• Excellent interpersonal and communication skills, including a desire to interact with clients and prospects
• Demonstrated proficiency in basic computer applications, such as Microsoft Office
• SAFE compliance within 30 days of employment, including NMLS background check
• Ability to multi-task under time constraints
• Ability to travel to accommodate temporary staffing needs
• Ability to work weekends and/or extended hours with occasional travel

Responsibilities

• Exercises advanced proficiency with routine client maintenance requests, problem resolution and advanced sales functions regarding deposit, credit, convenience and other product and service lines.
• Contributes to meeting or exceeding client service as well as individual and branch sales targets by offering products and services with a focus on developing, expanding and retaining relationships.
• Supports team sales process by conducting consultative conversations and acting upon or referring more complex client needs or financial goals to other internal specialists.
• Participates fully in all components of the established Truist Retail Community Bank Leadership Routines
• Commits to advancing individual knowledge of sales techniques and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings, applicable training classes and web-based learning.
• Advises on consumer lending options and takes loan applications.
• Stays informed of all changes in policies and procedures to ensure compliance with current guidelines.
• Ensures a consistent client service experience by engaging clients with smiling, courteous conversation while conducting transactions and uncovering needs. This may include handling teller transactions and sharing responsibility for greeting clients and helping them navigate within the branch.

Skills

Client relationship building

Sales experience

Interpersonal communication

Microsoft Office

Time management

Travel flexibility

Weekend/extended hours flexibility

Education

High school diploma or equivalent

Associate’s degree or higher

Tools

Microsoft Office

Job description

Truist Wealth is seeking a Regular full-time Client Service Representative to deliver industry-leading client service, both in person and by phone, while expanding relationships and cross-selling financial solutions. The role includes potential teller duties as needed and contributes to branch sales targets.

The position requires a high school diploma, 2 years of client sales/service experience, and strong interpersonal skills.