Relationship Banking Specialist - Grow Client Wealth

Truist; Easley (SC); On-site; USD 32,000 - 44,000; Full time

Job summary

Truist in Easley, SC is seeking a flexible Client Service Associate to deliver an industry-leading service experience in person and over the phone. You will build and expand client relationships by offering financial solutions through consultative conversations and referrals to other business partners for growth opportunities.

You may be cross-trained to perform teller duties and support sales targets, while adhering to internal controls and risk policies.

Qualifications

• High school diploma or equivalent education is required.
• Two years of client sales and service experience.
• Experience with sourcing and prospecting for new clients and client relationship building.
• Excellent interpersonal and communication skills.
• Proficiency in basic computer applications, such as Microsoft Office.
• Must be SAFE compliant within 30 days of employment, including NMLS background checks.

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 and branch sales targets by offering products and services.
• Supports team sales process by conducting consultative conversations and referring complex needs to internal specialists.
• Participates in all components of Retail Community Bank Leadership routines.
• Advances sales knowledge through meetings and training.
• Advises on consumer lending options and takes loan applications.
• Adheres to internal controls and risk management policies.
• Ensures a consistent client service experience by engaging clients and guiding them through transactions.

Skills

Client sales

Customer service

Communication skills

Time management

Multitasking

Sales referrals

Education

High school diploma or equivalent

Associate degree or higher

Tools

Microsoft Office

Job description

Truist in Easley, SC is seeking a flexible Client Service Associate to deliver an industry-leading service experience in person and over the phone. You will build and expand client relationships by offering financial solutions through consultative conversations and referrals to other business partners for growth opportunities.

You may be cross-trained to perform teller duties and support sales targets, while adhering to internal controls and risk policies.