Relationship Banking Specialist

Truist; Seven Lakes (NC); On-site; USD 31,000 - 42,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability coverage

401(k) plan

Job summary

Truist is seeking a service‑driven associate in North Carolina to deliver exceptional client experiences in person and by phone. You will develop relationships, identify financial needs, and refer complex needs to specialists while supporting teller duties as needed.

Ideal candidates have strong communication and sales skills, a high school diploma, and the ability to work weekends or extended hours with occasional travel. Training and compliance processes are emphasized.

Qualifications

• High school diploma or equivalent required.
• 2 years of client sales and service experience.
• Experience with sourcing and prospecting for new clients and client relationship building.
• Excellent interpersonal and communication skills.
• Proficient with basic computer applications, including Microsoft Office.
• SAFE-compliant with Mortgage Licensing Act within 30 days of employment.

Responsibilities

• Provide industry leading client service in person and by phone.
• Develop and expand client relationships through consultative conversations and referrals.
• Cross-trained to perform teller duties as needed.
• Advise on consumer lending options and take loan applications.
• Adhere to internal controls and risk management policies.
• Support branch sales targets through product knowledge and service.

Skills

Customer service

Sales experience

Interpersonal skills

Communication

Microsoft Office

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Truist is seeking a service‑driven associate in North Carolina to deliver exceptional client experiences in person and by phone. You will develop relationships, identify financial needs, and refer complex needs to specialists while supporting teller duties as needed.

Ideal candidates have strong communication and sales skills, a high school diploma, and the ability to work weekends or extended hours with occasional travel. Training and compliance processes are emphasized.