Relationship Banking & Solutions Pro

Truist; Blacksburg (VA); On-site; USD 46,000 - 53,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) plan

Vacation and sick days

Paid holidays

Job summary

Truist Retail Banking seeks a Relationship Banker to provide industry-leading client service in person and by phone, developing and expanding client relationships with tailored financial solutions. The role includes cross-training to perform teller duties as needed and referrals to specialists for complex goals.

The position emphasizes client-centric consulting, meeting service and sales targets, and遵循 internal controls and policies.

Qualifications

• High school diploma or equivalent education.
• 2 years of client sales and service experience.
• Experience sourcing and prospecting for new clients.
• Excellent interpersonal and communication skills.
• Proficiency with basic computer applications (Microsoft Office).
• Must be SAFE (Mortgage Licensing Act) compliant within 30 days including NMLS background check and regulatory requirements.
• Ability to multi-task under time constraints.

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.
• 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.
• 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 sales experience

Interpersonal communication

Microsoft Office

Prospecting for new clients

Education

High school diploma

Associate degree or higher

Job description

Truist Retail Banking seeks a Relationship Banker to provide industry-leading client service in person and by phone, developing and expanding client relationships with tailored financial solutions. The role includes cross-training to perform teller duties as needed and referrals to specialists for complex goals.

The position emphasizes client-centric consulting, meeting service and sales targets, and遵循 internal controls and policies.