Senior Client Relationship Specialist

Truist; Palm Harbor (FL); On-site; USD 32,000 - 52,000; Full time

Benefits offered by this job

Medical benefits

401(k) plan

Paid holidays

Job summary

Truist is seeking a customer-focused professional to provide exceptional service in person and by phone, expanding client relationships with consultative banking solutions. You may perform teller duties as needed while supporting sales goals and referrals to partners.

Responsibilities include handling deposits and lending options, following internal controls, and building lasting client connections in a fast-paced branch environment.

Qualifications

• 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, including a desire to interact with clients and prospects.
• 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.
• 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

• 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 with a focus on 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
• Commits to advancing individual knowledge of sales techniques and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings, 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.
• Ensures a consistent client service experience by engaging clients with smiling, courteous conversation while conducting transactions and uncovering needs. This may include handling teller transactions and sharing responsibility for greeting clients and helping them navigate within the branch.

Skills

Client relationship building

Sales experience

Microsoft Office

Multi-tasking

Excellent communication

SAFE compliance

Education

High school diploma or equivalent

Associate’s degree or higher

Tools

Microsoft Office

Job description

Truist is seeking a customer-focused professional to provide exceptional service in person and by phone, expanding client relationships with consultative banking solutions. You may perform teller duties as needed while supporting sales goals and referrals to partners.

Responsibilities include handling deposits and lending options, following internal controls, and building lasting client connections in a fast-paced branch environment.