Senior Client Solutions Specialist

Truist; Orlando (FL); On-site; USD 50,000 - 65,000; Full time

Benefits offered by this job

Medical, dental, vision

401k plan

Paid holidays

Job summary

Truist is seeking an experienced client sales specialist to deliver a distinctive client experience in-office five days a week. The role supports prospects and clients with financial solutions, combining care and expertise to meet their needs within the Truist ecosystem.

You will engage via phone, chat, or video, conduct financial reviews, and work with teammates to grow deposits and lending offerings. Strong communication, problem solving, and compliance with SAFE and NMLS are essential.

Qualifications

• High school diploma or equivalent education.
• 4 years of client sales and service experience.
• Experience sourcing and prospecting for new clients.
• Excellent interpersonal and communication skills.
• Must be SAFE (Mortgage Licensing Act) compliant with 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 make recommendations for products and services that align with client needs.
• Exercises advanced proficiency with routine client maintenance requests, problem resolution and advanced sales functions regarding deposit, credit, and other product and service lines.
• Supports the Virtual Solutions Delivery Team sales process by conducting consultative conversations and referring more complex client needs to internal partners.
• Supports ongoing financial education of teammates on Truist offerings via events and presentations.
• Remains available according to workforce managed schedule to deliver an exceptional client experience for inbound calls.
• Contacts targeted clients proactively to set up appointments for deeper conversations and financial reviews.
• Meets annual revenue/profit growth goals including deposits and lending solutions.
• Participates in Virtual Solutions Delivery CARES routines.
• Advances sales/product knowledge through training.
• Adheres to policies and procedures to ensure compliance.

Skills

Interpersonal skills

Communication

Microsoft Office

Multi-tasking

Weekend availability

Sourcing & prospecting

Client relationship building

Education

High school diploma or equivalent

Associate degree or higher

Job description

Truist is seeking an experienced client sales specialist to deliver a distinctive client experience in-office five days a week. The role supports prospects and clients with financial solutions, combining care and expertise to meet their needs within the Truist ecosystem.

You will engage via phone, chat, or video, conduct financial reviews, and work with teammates to grow deposits and lending offerings. Strong communication, problem solving, and compliance with SAFE and NMLS are essential.