Senior Client Relationship Advisor

Hbcu Connect, Llc; Chapel Hill (NC); On-site; USD 42,000 - 60,000; Full time

Job summary

Truist Financial Corporation in the United States seeks a client services professional to provide an industry-leading experience both in person and over the phone, expanding and maintaining client relationships with financial solutions. The role also includes cross-training to perform teller duties as needed to support branch goals.

Essential duties involve handling deposits, credit, and other product lines, meeting service and sales targets, and offering consultative conversations to refer

Qualifications

• High school diploma or equivalent
• 2 years of client sales and service experience
• Experience sourcing and prospecting for new clients and building client relationships
• Excellent interpersonal and communication skills, including engaging with clients and prospects
• Proficient in basic computer applications such as Microsoft Office
• Must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment, with applicable NMLS background checks
• Ability to multi-task under time constraints
• Willingness to travel for temporary staffing needs and occasional locale changes
• Ability to work weekends and/or extended hours with possible travel and overnights

Responsibilities

• Exercises advanced proficiency with routine client maintenance requests, problem resolution and advanced sales functions related to deposits, credit, and other product lines
• Contributes to meeting or exceeding client service and sales targets by developing, expanding and retaining relationships
• Supports team sales process by conducting consultative conversations and referring complex needs to internal specialists
• Participates fully in all components of the Truist Retail Community Bank Leadership routines
• Advances knowledge of sales techniques and product knowledge through meetings and training
• Advises on consumer lending options and takes loan applications
• Adheres to internal controls and risk management policies, staying informed of policy changes
• Ensures consistent client service with courteous interactions, greeting clients and guiding them through the branch

Skills

Client sales experience

Interpersonal skills

Microsoft Office

Multi-tasking

Communication skills

Travel flexibility

Weekend availability

Regulatory compliance (SAFE)

Education

Associates degree or higher

Job description

Truist Financial Corporation in the United States seeks a client services professional to provide an industry-leading experience both in person and over the phone, expanding and maintaining client relationships with financial solutions. The role also includes cross-training to perform teller duties as needed to support branch goals.

Essential duties involve handling deposits, credit, and other product lines, meeting service and sales targets, and offering consultative conversations to refer