Relationship Banking Pro – Grow Clients & Solutions

Truist Wealth; Durham (NC); On-site; USD 35,000 - 50,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401k plan

Vacation time

Sick days

Paid holidays

Job summary

Truist is seeking a Regular, English-speaking customer-focused professional in Durham, NC. You will develop and expand client relationships, provide financial solutions, and be cross-trained to perform teller duties when needed.

The role emphasizes advisory conversations, meeting sales targets, and adhering to risk controls while supporting branch operations and client service excellence.

Qualifications

• High school diploma or equivalent required.
• 4 years of client sales and service experience.
• Experience sourcing and prospecting for new clients.
• Excellent interpersonal and communication skills.
• Proficiency with Microsoft Office.
• SAFE compliance within 30 days of employment including background checks.
• Ability to multi-task under time constraints.
• Willingness to travel for temporary staffing needs.
• Weekend/extended hours availability.

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 and 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 and applicable training classes and web-based learning.
• Advises on consumer lending options and takes loan applications.
• Adheres to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines.
• Leads sales initiatives within the branch and acts as an expert resource.
• Provides professional client service, ensuring a consistent experience by engaging clients with smiling, courteous conversation while conducting transactions and uncovering needs.

Skills

Client sales

Prospecting

Interpersonal skills

Communication skills

Time management

Multi-tasking

Travel readiness

Weekend availability

Education

High school diploma or equivalent

Associate's degree or higher

Tools

Microsoft Office

Job description

Truist is seeking a Regular, English-speaking customer-focused professional in Durham, NC. You will develop and expand client relationships, provide financial solutions, and be cross-trained to perform teller duties when needed.

The role emphasizes advisory conversations, meeting sales targets, and adhering to risk controls while supporting branch operations and client service excellence.