Senior Relationship Banker: Client Growth & Lending Expert

Truist Wealth; Bluffton (SC); On-site; USD 36,000 - 60,000; Full time

Job summary

Truist Wealth is seeking a customer-focused professional to develop and expand client relationships and provide financial solutions in a regular full-time capacity. The role blends client service with sales targets and will include cross-training for teller duties as needed.

Responsibilities include handling routine client requests, advising on lending options, and partnering with internal specialists to meet client needs, while adhering to risk and policy guidelines.

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.
• Proficiency in Microsoft Office.
• SAFE compliant within 30 days of employment including NMLS background checks.
• Ability to multi-task under time constraints.
• Willingness to travel for temporary staffing and locale changes.
• Ability to work weekends and/or extended hours with occasional travel and overnights.

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 and branch sales targets by offering products and services and developing, expanding and retaining relationships.
• Supports team sales process by conducting consultative conversations and 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.
• Advances knowledge of sales techniques and product knowledge to better serve clients by attending training and meetings.
• Advises on consumer lending options and takes loan applications.
• Adheres to internal controls and risk management policies and stays informed of policy changes.
• Leads sales initiatives within the branch and acts as an expert resource.
• Provides professional client service with friendly interactions during transactions and needs discovery.

Skills

Client sales & service

Interpersonal skills

Microsoft Office

Education

High school diploma or equivalent

Associate's degree or higher

Tools

Microsoft Office

Job description

Truist Wealth is seeking a customer-focused professional to develop and expand client relationships and provide financial solutions in a regular full-time capacity. The role blends client service with sales targets and will include cross-training for teller duties as needed.

Responsibilities include handling routine client requests, advising on lending options, and partnering with internal specialists to meet client needs, while adhering to risk and policy guidelines.