Relationship Banking Lead — Grow Client Wealth & Lending

Truist Bank; United States; On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) plan

Paid vacation

Job summary

Truist Bank in the United States is seeking a customer-focused banking professional to deliver exceptional service in person and over the phone while building client relationships. The role includes cross-selling financial products and referrals to specialists as needed, with potential to assist with teller duties.

Requirements include strong communication, 2 years of client sales/service experience, and a high school diploma.

Qualifications

• 2 years of client sales and service experience
• Experience sourcing and prospecting for new clients and client relationships
• Excellent interpersonal and communication skills
• Must be SAFE compliant within 30 days, including NMLS background checks
• Ability to multi-task and travel as needed
• Weekend/extended hours availability with possible travel/overnights

Responsibilities

• Provide industry-leading client service in person and by phone
• Cross-sell products and refer to internal specialists
• Engage in consultative conversations to uncover client needs
• Assist with teller duties as needed
• Maintain compliance with internal controls and policies
• Support branch sales targets and community bank initiatives

Skills

Client sales

Relationship building

Interpersonal skills

Communication

Microsoft Office

Education

High school diploma

Associate’s degree

Tools

Microsoft Office

Job description

Truist Bank in the United States is seeking a customer-focused banking professional to deliver exceptional service in person and over the phone while building client relationships. The role includes cross-selling financial products and referrals to specialists as needed, with potential to assist with teller duties.

Requirements include strong communication, 2 years of client sales/service experience, and a high school diploma.