Relationship Banking Pro: Grow Client Success & Lending

Truist

Baxley (GA)

On-site

USD 32,000 - 42,000

Full time

31 hours ago
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Job summary

Truist is seeking a customer-focused professional to provide exceptional client service in person and over the phone, building relationships and expanding financial solutions. The role includes cross-training to perform teller duties and referring complex needs to specialists.

The position emphasizes consultative conversations to meet sales targets, awareness of lending options, and strict adherence to policies. Weekend availability and travel may be required to support staffing needs.

Qualifications

  • High school diploma or equivalent required.
  • 2 years of client sales and service experience.
  • Experience sourcing and prospecting for new clients and building relationships.
  • Excellent interpersonal and communication skills.
  • Proficiency with basic computer applications including Microsoft Office.
  • Must be SAFE compliant within 30 days, including background checks.
  • Ability to multi-task under time constraints.
  • Willingness to travel for temporary staffing needs and to work weekends/extended hours.

Responsibilities

  • Provide industry-leading client service in person and by phone to develop and expand client relationships.
  • Cross-train to perform teller duties as needed.
  • Advise on consumer lending options and take loan applications.
  • Contribute to meeting branch sales targets by offering suitable products and services.
  • Maintain compliance with internal controls and risk management policies.

Skills

Client sales
Communication
Multi-tasking
Customer service
Time management

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Truist is seeking a customer-focused professional to provide exceptional client service in person and over the phone, building relationships and expanding financial solutions. The role includes cross-training to perform teller duties and referring complex needs to specialists.

The position emphasizes consultative conversations to meet sales targets, awareness of lending options, and strict adherence to policies. Weekend availability and travel may be required to support staffing needs.

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