Relationship Growth & Lending Specialist

Truist Financial Corporation; Hershey (PA); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

Life insurance

Disability insurance

401k plan

Paid vacation and sick days

Paid holidays

Job summary

Truist Financial Corporation in Hershey, PA is seeking a results-driven client service professional who builds lasting relationships through in-person and phone interactions. You will expand client relationships, suggest financial solutions, and collaborate with partners to drive growth while cross-training to perform teller duties as needed.

The role emphasizes meeting service and sales targets, conducting consultative conversations, ensuring compliance, and delivering a friendly, proactive

Qualifications

• High school diploma or equivalent education.
• 2 years of client sales and service experience.
• Experience with sourcing and prospecting for new clients and client relationship building.
• Excellent interpersonal and communication skills, including a desire to interact with clients and prospects.
• Must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment in this role, including new or transfer of registration and applicable NMLS background check which includes meeting applicable financial responsibility, character, credit fitness and criminal background standards. Successful candidates must also meet ongoing regulatory requirements.
• Ability to multi-task under time constraints.
• Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes.
• Ability to work weekends and/or extended hours with occasional travel and overnights may be included.
• Strong computer skills including Microsoft Office.

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.
• Advances knowledge of sales techniques and product knowledge to better serve 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.
• Ensures a consistent client service experience by engaging clients with smiling, courteous conversation while conducting transactions and uncovering needs.

Skills

Client sales

Interpersonal skills

Microsoft Office

Regulatory compliance

Education

High school diploma

Associate’s degree or higher

Tools

Microsoft Office

Job description

Truist Financial Corporation in Hershey, PA is seeking a results-driven client service professional who builds lasting relationships through in-person and phone interactions. You will expand client relationships, suggest financial solutions, and collaborate with partners to drive growth while cross-training to perform teller duties as needed.

The role emphasizes meeting service and sales targets, conducting consultative conversations, ensuring compliance, and delivering a friendly, proactive