Relationship Banking Lead — Client Growth & Advisory

Truist; Charleston (SC); On-site; USD 38,000 - 46,000; Full time

Job summary

Truist in Charleston, United States, is seeking a client-service oriented professional to develop and expand client relationships. The role delivers financial solutions through consultative conversations and referrals to other partners, with ability to perform teller duties as needed.

You will contribute to meeting branch targets by offering deposit, credit, and retirement products, and you will engage in ongoing training to improve sales techniques and product knowledge while ensuring

Qualifications

• Requires excellent interpersonal and communication skills.
• Proficient in basic computer applications (Microsoft Office).
• Ability to multi-task under time constraints.
• Experience in client sales and service is preferred.

Responsibilities

• Maintain advanced proficiency with routine client maintenance requests and problem resolution.
• Contribute to meeting or exceeding client service and branch sales targets by offering products and services.
• Refer complex client needs to internal specialists for growth opportunities.
• Assist with teller duties as needed and adhere to internal controls and risk policies.
• Advise on consumer lending options and take loan applications.

Skills

Interpersonal communication

Microsoft Office

Time management

Multi-tasking

Customer service

Education

High school diploma or equivalent

Associate’s degree or higher

Job description

Truist in Charleston, United States, is seeking a client-service oriented professional to develop and expand client relationships. The role delivers financial solutions through consultative conversations and referrals to other partners, with ability to perform teller duties as needed.

You will contribute to meeting branch targets by offering deposit, credit, and retirement products, and you will engage in ongoing training to improve sales techniques and product knowledge while ensuring