Senior Client Relationship Advisor

Truist Financial Corporation; Gulf Shores (AL); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical insurance

Dental & vision

401(k) plan

Paid time off

Life insurance

Job summary

Truist is seeking a Retail Relationship professional to deliver industry-leading client service while expanding existing client relationships. You will offer financial solutions through consultative conversations and referrals to internal specialists to grow business.

The role includes cross-training for teller duties, adherence to policies, and contributing to branch sales initiatives. English fluency is required, with availability for weekend or extended hours as needed.

Qualifications

• High school diploma or equivalent required.
• 4 years of client sales and service experience.
• Experience sourcing and prospecting for new clients and relationship building.
• Excellent interpersonal and communication skills.
• Proficiency in basic computer applications such as Microsoft Office.
• SAFE compliance within 30 days of employment, including NMLS background checks.
• Ability to multi-task and travel as needed.
• Willingness to work weekends/extended hours.

Responsibilities

• Maintain and resolve routine client maintenance requests and sales opportunities.
• Meet or exceed client service and branch sales targets by offering products and services.
• Refer complex needs to internal specialists for financial goals.
• Participate in branch leadership routines and training.
• Advise on consumer lending options and process loan applications.
• Ensure compliance with internal controls and policies.
• Lead branch sales initiatives and provide professional client service.
• Engage clients with courteous conversations during transactions.

Skills

Client sales

Customer service

Interpersonal skills

Multitasking

Microsoft Office

Education

High school diploma or equivalent

Associate degree or higher

Tools

Microsoft Office

Job description

Truist is seeking a Retail Relationship professional to deliver industry-leading client service while expanding existing client relationships. You will offer financial solutions through consultative conversations and referrals to internal specialists to grow business.

The role includes cross-training for teller duties, adherence to policies, and contributing to branch sales initiatives. English fluency is required, with availability for weekend or extended hours as needed.