Senior Client Relationship & Banking Advisor

Truist Financial; Houston (TX); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401k plan

Paid vacation

Job summary

Truist Financial is hiring for a frontline client service role in Houston, focused on delivering exceptional service to individuals and businesses by phone and in person. You will build relationships, identify financial needs, and connect clients with the right solutions while supporting teller duties when required.

The role emphasizes meeting service and sales targets through consultative conversations and collaboration with internal partners, with regular training to expand knowledge and

Qualifications

• High school diploma or equivalent; associate degree preferred.
• Strong client relationship and service experience.
• Excellent written and verbal communication; proficient with basic computer applications.

Responsibilities

• Provide industry-leading client service in person and by phone to build and expand client relationships.
• Help meet branch sales targets by offering products and services and referring opportunities to partners.
• Consult with clients to understand needs and guide them to appropriate solutions; cross-train for teller duties as needed.
• Engage in the branch's sales process, conduct conversations, and refer complex needs to specialists.
• Attend training and meetings to improve sales techniques and product knowledge.

Skills

Client service

Communication

Multitasking

Interpersonal skills

MS Office

Education

High school diploma or equivalent

Associate degree or higher

Tools

Microsoft Office

Job description

Truist Financial is hiring for a frontline client service role in Houston, focused on delivering exceptional service to individuals and businesses by phone and in person. You will build relationships, identify financial needs, and connect clients with the right solutions while supporting teller duties when required.

The role emphasizes meeting service and sales targets through consultative conversations and collaboration with internal partners, with regular training to expand knowledge and