Senior Client Relationship Advisor

Truist Financial Corporation; Cleveland (TN); On-site; USD 42,000 - 64,000; Full time

Job summary

Truist is hiring for a frontline client-facing role in the United States. You will deliver exceptional service both in person and over the phone, and you will engage clients to understand their needs and expand relationships.

The position involves consultative conversations, collaboration with internal specialists, and occasional teller duties. A strong focus on compliance and a proactive, service-oriented mindset is required.

Qualifications

• High school diploma or equivalent.
• 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.
• Proficiency in basic computer applications, such as Microsoft Office.
• Must be SAFE compliant within 30 days including NMLS background check.
• Ability to multi-task under time constraints and travel as needed.
• Weekend/extended hours availability and potential travel.

Responsibilities

• Provide industry leading client service in person and by phone.
• Develop and expand client relationships with consultative conversations.
• Refer to internal specialists for complex needs and goals.
• Cross trained to perform teller duties as needed.
• Meet or exceed client service and sales targets.
• Adhere to internal controls and risk management policies.

Skills

Client sales

Customer service

Communication skills

Microsoft Office

Education

High school diploma

Associate degree or higher

Tools

Microsoft Office

Job description

Truist is hiring for a frontline client-facing role in the United States. You will deliver exceptional service both in person and over the phone, and you will engage clients to understand their needs and expand relationships.

The position involves consultative conversations, collaboration with internal specialists, and occasional teller duties. A strong focus on compliance and a proactive, service-oriented mindset is required.