Senior Client Solutions Advisor

Truist; United States; On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Medical, dental, vision

401k plan

Paid vacations/holidays

Job summary

Truist is seeking a customer-focused Retail Relationship Associate to deliver industry-leading service in person and by phone. You will develop client relationships, present financial solutions, and collaborate with partners to grow business while handling teller duties as needed.

Responsibilities include maintaining client records, meeting service and sales goals, and advising on lending options in a compliant, risk-aware manner.

Qualifications

• High school diploma or equivalent required.
• 2 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.
• Must be SAFE compliant within 30 days of employment (Mortgage Licensing Act).
• Ability to multi-task under time constraints.
• Travel to accommodate temporary staffing needs, including shifts and locale changes.
• Weekend and/or extended hours with possible travel/overnights.

Responsibilities

• Provide industry-leading client service in person and on the phone.
• Develop and expand client relationships and refer to partners for growth opportunities.
• Conduct consultative conversations and route complex needs to internal specialists.
• Cross-train to perform teller duties as needed.
• Advise on consumer lending options and take loan applications.
• Maintain compliance with internal controls and risk policies.
• Offer products to meet client needs and help meet branch targets.

Skills

Client sales & service

Interpersonal communication

Microsoft Office proficiency

Multi-tasking under time constraints

Travel flexibility

Weekend/extended hours availability

SAFE compliance within 30 days

Education

High school diploma or equivalent

Associate’s degree or higher

Tools

Microsoft Office Suite

Job description

Truist is seeking a customer-focused Retail Relationship Associate to deliver industry-leading service in person and by phone. You will develop client relationships, present financial solutions, and collaborate with partners to grow business while handling teller duties as needed.

Responsibilities include maintaining client records, meeting service and sales goals, and advising on lending options in a compliant, risk-aware manner.