Relationship Banking Specialist – Drive Client Growth

Truist; Pflugerville (TX); On-site; USD 32,000 - 42,000; Full time

Job summary

Truist is seeking a Customer Service and Sales Specialist to deliver exceptional client service in person and over the phone, expanding client relationships and offering financial solutions through consultative conversations. Cross-training may include teller duties as needed.

The role emphasizes meeting or exceeding service and sales targets, collaborating with internal specialists, and staying compliant with policies and procedures while building trusted relationships with clients and

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 in basic computer applications, including MS Office.
• Must be SAFE compliant within 30 days of employment; regulatory background check required.
• Ability to multi-task under time constraints.
• Willingness to travel for temporary staffing needs and occasional overnights.

Responsibilities

• Provide industry-leading client service in person and by phone.
• Drive sales targets by developing and expanding client relationships.
• Refer complex needs to internal specialists for additional growth opportunities.
• Participate in branch leadership routines and sales process.
• Attend training to improve sales techniques and product knowledge.
• Advise on consumer lending options and take loan applications.
• Ensure compliance with internal controls and policies.
• Assist with teller duties as needed.

Skills

Client sales

Interpersonal skills

Communication

Multi-tasking

Travel flexibility

Weekend/extended hours

MS Office

Regulatory awareness

Education

High school diploma

Associate’s degree or higher

Tools

Microsoft Office

Job description

Truist is seeking a Customer Service and Sales Specialist to deliver exceptional client service in person and over the phone, expanding client relationships and offering financial solutions through consultative conversations. Cross-training may include teller duties as needed.

The role emphasizes meeting or exceeding service and sales targets, collaborating with internal specialists, and staying compliant with policies and procedures while building trusted relationships with clients and