Relationship Banking Specialist: Grow Client Relationships

Truist; Wesley Chapel (FL); On-site; USD 42,000 - 52,000; Full time

Job summary

Truist is seeking a client-focused banking professional in Florida to develop and expand client relationships, provide financial solutions, and refer complex needs to specialists. You may be cross-trained to perform teller duties as needed and will work to meet branch sales targets through consultative conversations and excellent service.

Responsibilities include handling routine client requests, advising on consumer lending options, and ensuring compliance with policies while delivering a

Qualifications

• High school diploma or equivalent
• 4 years of client sales and service experience
• Experience with sourcing and prospecting for new clients
• Must be SAFE compliant within 30 days of employment, including NMLS background check

Responsibilities

• Exercises advanced proficiency with routine client maintenance requests, problem resolution and sales functions
• Contributes to meeting or exceeding client service and sales targets by offering products and developing relationships
• Supports sales process by referring complex needs to internal specialists
• Provides professional client service with a courteous, helpful demeanor

Skills

Client relationship

Interpersonal skills

Communication

Multitasking

Travel flexibility

Education

Associate’s degree or higher

Tools

Microsoft Office

Job description

Truist is seeking a client-focused banking professional in Florida to develop and expand client relationships, provide financial solutions, and refer complex needs to specialists. You may be cross-trained to perform teller duties as needed and will work to meet branch sales targets through consultative conversations and excellent service.

Responsibilities include handling routine client requests, advising on consumer lending options, and ensuring compliance with policies while delivering a