Senior Client Relationship & Lending Specialist

Hbcu Connect, Llc; Miami Beach (FL); On-site; USD 42,000 - 68,000; Full time

Benefits offered by this job

Medical, dental, vision benefits

401(k) plan

Paid vacation

Sick days

Paid holidays

Job summary

Truist Financial Corporation in the United States seeks a client-focused banking professional to expand client relationships and provide financial solutions through consultative conversations. Cross-trained to perform teller duties as needed, you will engage customers with courteous service while driving sales of deposits, credit, and other products.

You will participate in leadership routines, pursue ongoing product knowledge, and work to meet branch targets while adhering to policy and risk

Qualifications

• High school diploma or equivalent education.
• 4 years of client sales and service experience.
• Experience with sourcing and prospecting for new clients and client relationship building.
• Excellent interpersonal and communication skills, including a desire to interact with clients and prospects.
• Demonstrated proficiency in basic computer applications, such as Microsoft Office.
• Must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment in this role, including new or transfer of registration and applicable NMLS background check which includes meeting applicable financial responsibility, character, credit fitness and criminal background standards.
• Ability to multi-task under time constraints.
• Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes.
• Ability to work weekends and/or extended hours with occasional travel and overnights may be included.

Responsibilities

• Responsible for providing an industry leading client service experience through the development and expansion of new and existing client relationships.
• Provides financial solutions that meet client needs based on consultative conversations and referrals to other business partners for additional business growth opportunities.
• Will be cross trained to perform required teller duties as needed.
• Exercises advanced proficiency with routine client maintenance requests, problem resolution and advanced sales functions regarding deposit, credit, convenience and other product and service lines.
• Contributes to meeting or exceeding client service as well as individual and branch sales targets by offering products and services and developing, expanding and retaining relationships.
• Supports team sales process by conducting consultative conversations and acting upon or referring more complex client needs or financial goals to other internal specialists.
• Participates fully in all components of the established Truist Retail Community Bank Leadership Routines.
• Advances individual knowledge of sales techniques and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings and applicable training classes and web-based learning.
• Advises on consumer lending options and takes loan applications.
• Adheres to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines.
• Leads sales initiatives within the branch and acts as an expert resource.
• Provides professional client service, ensuring a consistent experience by engaging clients with smiling, courteous conversation while conducting transactions and uncovering needs.

Skills

Client sales

Interpersonal skills

Microsoft Office

Multi-tasking

Travel flexibility

Education

High school diploma or equivalent

Associates degree or higher

Tools

Microsoft Office

Job description

Truist Financial Corporation in the United States seeks a client-focused banking professional to expand client relationships and provide financial solutions through consultative conversations. Cross-trained to perform teller duties as needed, you will engage customers with courteous service while driving sales of deposits, credit, and other products.

You will participate in leadership routines, pursue ongoing product knowledge, and work to meet branch targets while adhering to policy and risk