Senior Relationship Banker: Client Advisory & Growth

Truist; Naples (FL); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

Life insurance

Disability insurance

401k plan

Paid vacation

Job summary

Truist in Naples, FL seeks an energetic client service associate to provide top-tier service in person and by phone, developing and expanding client relationships while offering financial solutions. The role includes cross-selling deposits, credit products, and loans, and may include teller transactions as needed to support a seamless customer experience.

English fluency is required; a high school diploma is needed, with first shift availability and potential weekend hours.

Qualifications

• High school diploma or equivalent required.
• 2 years of client sales and service experience.
• Experience sourcing and prospecting for new clients and relationships.
• Excellent interpersonal and communication skills.
• Proficient in basic computer applications, including Microsoft Office.
• SAFE compliance within 30 days of employment and NMLS background check.
• Ability to multi-task under time constraints.
• Willingness to travel for temporary staffing needs.
• Ability to work weekends and extended hours.

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 sales

Communication

Interpersonal skills

Microsoft Office

Multitasking

Travel flexibility

Education

High school diploma

Associate's degree or higher

Tools

Microsoft Office

Job description

Truist in Naples, FL seeks an energetic client service associate to provide top-tier service in person and by phone, developing and expanding client relationships while offering financial solutions. The role includes cross-selling deposits, credit products, and loans, and may include teller transactions as needed to support a seamless customer experience.

English fluency is required; a high school diploma is needed, with first shift availability and potential weekend hours.