Senior Client Relationship Banker — Grow & Serve Clients

Truist Wealth; Florida; On-site; USD 35,000 - 48,000; Full time

Benefits offered by this job

Medical, dental, vision

401k plan

Paid vacation and sick days

Paid holidays

Job summary

Truist Financial Corporation in Florida seeks a Regular customer service and sales professional to support branch operations and client relationships. You will assist with teller duties as needed and engage clients to identify financial solutions during consultative conversations.

The role emphasizes sales targets, compliance, and cross-functional teamwork within the Retail Community Bank. Strong communication and multi-tasking abilities are essential for success.

Qualifications

• High school diploma or equivalent education.
• 2 years of client sales and service experience.
• Experience sourcing and prospecting for new clients and client relationships.
• 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.
• Travel to accommodate temporary staffing needs and weekend/extended hours.

Responsibilities

• Provide industry leading client service in person or on the phone.
• Develop and expand client relationships with consultative conversations.
• Cross trained to perform teller duties as needed.
• Refer complex needs to internal specialists for growth opportunities.
• Engage in leadership routines and ongoing training.
• Advise on consumer lending options and take loan applications.
• Ensure compliance with internal controls and policies.
• Maintain a courteous client experience during transactions.

Skills

Customer service

Sales experience

Communication

Multi-tasking

Interpersonal skills

Travel ability

Weekend availability

Education

High school diploma

Tools

Microsoft Office

Job description

Truist Financial Corporation in Florida seeks a Regular customer service and sales professional to support branch operations and client relationships. You will assist with teller duties as needed and engage clients to identify financial solutions during consultative conversations.

The role emphasizes sales targets, compliance, and cross-functional teamwork within the Retail Community Bank. Strong communication and multi-tasking abilities are essential for success.