Senior Client Solutions Advisor

Truist; Charlotte (NC); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401k plan

Paid time off

Holidays

Job summary

Truist seeks an experienced client-focused professional to deliver distinctive client experiences through consultative conversations, financial reviews, and product recommendations across deposit, credit, and retirement offerings.

In-office role with a 5-days/week schedule, supporting teammates and communities with tailored financial solutions while maintaining compliance and customer care standards.

Qualifications

• High school diploma or equivalent required.
• 4 years of client sales and service experience.
• Experience sourcing and prospecting for new clients and building client relationships.
• Excellent interpersonal and communication skills.
• Proficiency in basic computer applications such as Microsoft Office.
• SAFE (Mortgage Licensing Act) compliant within 30 days, including NMLS background check.
• Ability to multi-task under time constraints.
• Ability to work weekends and/or extended hours.

Responsibilities

• Meet with prospects and clients virtually to assess needs and recommend products/services.
• Handle routine client maintenance requests, problem resolution and advanced sales across deposit, credit, and other products.
• Support the Virtual Solutions Delivery Team with consultative conversations and referrals for complex needs.
• Educate teammates on Truist offerings through trainings and community presentations.
• Maintain availability per schedule to deliver exceptional client experiences for inbound calls.
• Proactively contact targeted clients and set up financial reviews.
• Aim to meet revenue/profit goals including deposits and lending solutions.
• Participate in all components of the Virtual Solutions Delivery CARES routines.
• Expand knowledge of sales techniques and product knowledge through trainings and meetings.
• Adhere to schedules, controls, procedures and risk management policies.

Skills

Client relationship building

Communication skills

Sales experience

Multi-tasking

Compliance knowledge

Microsoft Office proficiency

Education

High school diploma or equivalent

Associate degree or higher

Tools

Microsoft Office

Job description

Truist seeks an experienced client-focused professional to deliver distinctive client experiences through consultative conversations, financial reviews, and product recommendations across deposit, credit, and retirement offerings.

In-office role with a 5-days/week schedule, supporting teammates and communities with tailored financial solutions while maintaining compliance and customer care standards.