Relationship Banking Specialist – Client Growth & Lending

Truist Bank; Williamsburg Estates (TN); On-site; USD 34,000 - 52,000; Full time

Benefits offered by this job

Medical benefits

401k plan

Paid time off

Job summary

Truist Financial Corporation is seeking a customer-focused professional for a teller and client service role. You will build and maintain client relationships, provide financial solutions, and support branch sales while occasionally handling teller duties.

The position emphasizes service quality, compliance, and teamwork within the Retail Community Bank framework. You will engage clients, conduct consultative conversations, and refer advanced needs to specialists, with opportunities to grow

Qualifications

• High school diploma or equivalent education.
• 2 years of client sales and service experience.
• Experience sourcing and prospecting for new clients and relationship building.
• Excellent interpersonal and communication skills; ability to interact with clients and prospects.
• Proficiency with basic computer applications, such as Microsoft Office.
• Must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment, including NMLS background check.
• Ability to multi-task under time constraints.
• Ability to travel to accommodate temporary staffing needs as required (temporary assignment or locale changes).
• Ability to work weekends and/or extended hours with occasional travel and overnights may be included.

Responsibilities

• Provide industry-leading client service in person and by phone; develop and expand client relationships.
• Cross-trained to perform teller duties as needed and advise on lending options.
• Contribute to meeting sales targets by offering products and services.
• Refer complex client needs to internal specialists.
• Participate in Retail Community Bank Leadership routines and training.
• Attend sales, service and product knowledge meetings to improve skills.
• Adhere to internal controls, procedures, and risk management policies.
• Engage clients with courteous conversation during transactions and uncover needs.

Skills

Interpersonal skills

Communication skills

Microsoft Office

Multi-tasking

Customer service

Travel ability

Weekend hours

Education

High school diploma

Associate’s degree or higher

Tools

Microsoft Office

Job description

Truist Financial Corporation is seeking a customer-focused professional for a teller and client service role. You will build and maintain client relationships, provide financial solutions, and support branch sales while occasionally handling teller duties.

The position emphasizes service quality, compliance, and teamwork within the Retail Community Bank framework. You will engage clients, conduct consultative conversations, and refer advanced needs to specialists, with opportunities to grow