Relationship Banking Specialist – Grow & Serve Clients

Truist Wealth; Wilmington (NC); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) plan

Paid vacation and holidays

Disability insurance

Life insurance

Job summary

Truist Wealth is seeking a Regular position in Wilmington, NC to deliver an industry-leading client service experience while developing and expanding client relationships. The role includes cross-training to perform teller duties as needed and supporting branch sales goals through consultative conversations.

You will advise on consumer lending, handle loan applications, and ensure adherence to policies while advancing product knowledge and sales initiatives across the team.

Qualifications

• High school diploma or equivalent.
• 4 years of client sales and service experience.
• Experience sourcing and prospecting for new clients and building relationships.
• Excellent interpersonal and communication skills.
• Proficient with Microsoft Office.
• Must be SAFE compliant within 30 days of employment including NMLS checks.
• Ability to multi-task under time constraints.
• Willingness to travel to support temporary staffing needs.
• Ability to work weekends and extended hours.

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 and developing, expanding and retaining relationships.
• Supports team sales process by conducting consultative conversations and referring more complex client needs to internal specialists.
• Participates fully in all components of the established Truist Retail Community Bank Leadership Routines.
• Attends sales, service and product knowledge trainings to advance knowledge of sales techniques.
• Advises on consumer lending options and processes loan applications.
• Adheres to internal controls and risk management policies; stays informed of changes to ensure compliance.
• Leads sales initiatives within the branch and acts as an expert resource.
• Provides professional client service, engaging clients to uncover needs during transactions.

Skills

Interpersonal skills

Communication

Multitasking

Travel willingness

Customer service mindset

Education

High school diploma or equivalent

Associate's degree or higher

Tools

Microsoft Office

Job description

Truist Wealth is seeking a Regular position in Wilmington, NC to deliver an industry-leading client service experience while developing and expanding client relationships. The role includes cross-training to perform teller duties as needed and supporting branch sales goals through consultative conversations.

You will advise on consumer lending, handle loan applications, and ensure adherence to policies while advancing product knowledge and sales initiatives across the team.