Relationship Banking Specialist – Growth & Lending

Truist; Morehead City (NC); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401k plan

Paid holidays

Vacation and sick days

Job summary

Truist Financial Corporation is seeking a client-focused professional to deliver industry-leading service in person and by phone, while expanding relationships and cross-referring to specialists. You may perform teller duties as needed and contribute to achieving branch sales goals.

This role emphasizes consultative conversations, consumer lending awareness, and adherence to internal controls in a dynamic retail bank setting in the United States.

Qualifications

• High school diploma or equivalent education.
• 2 years of client sales and service experience.
• Experience sourcing and prospecting for new clients and building client relationships.
• Excellent interpersonal and communication skills.
• Proficiency in basic computer applications, including Microsoft Office.
• SAFE compliance within 30 days of employment and passing NMLS background checks.
• Ability to multi-task under time constraints.
• Ability to travel to accommodate temporary staffing needs and possible locale changes.
• Ability to work weekends and/or extended hours with occasional travel and overnights.
• Preferred Qualifications: Associate’s degree or higher.
• Demonstrated ability to handle multiple priorities under time constraints.
• Excellent verbal and written communication skills.
• Ability to respond in a professional manner with a high level of service quality.
• Experience with discussing, recommending and selling various deposit, credit and retirement products to consumer and small business clients.
• Demonstrated ability in meeting or exceeding sales goals.
• General understanding of bank operations, policies and procedures.

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 as well as individual and branch sales targets by offering products and services with a focus on developing, expanding and retaining relationships.
• Supports team sales process by conducting consultative conversations and acting upon or referring more complex client needs or financial goals to other internal specialists.
• Participates fully in all components of the established Truist Retail Community Bank Leadership Routines.
• Commits to advancing individual knowledge of sales techniques and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings, applicable training classes and web-based learning.
• Advises on consumer lending options and takes loan applications.
• Adheres to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines.
• Ensures a consistent client service experience by engaging clients with smiling, courteous conversation while conducting transactions and uncovering needs. This may include handling teller transactions and sharing responsibility for greeting clients and helping them navigate within the branch.

Skills

Client sales & service experience

Interpersonal communication

Customer service

Multi-tasking

Attention to detail

Travel flexibility

Education

Associate’s degree or higher

Tools

Microsoft Office

Job description

Truist Financial Corporation is seeking a client-focused professional to deliver industry-leading service in person and by phone, while expanding relationships and cross-referring to specialists. You may perform teller duties as needed and contribute to achieving branch sales goals.

This role emphasizes consultative conversations, consumer lending awareness, and adherence to internal controls in a dynamic retail bank setting in the United States.