Senior Relationship Banker: Client Growth & Lending Expert

Truist Wealth

Greensboro (NC)

On-site

USD 42,000 - 58,000

Full time

3 days ago
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Benefits offered by this job

Medical insurance
Dental insurance
Vision insurance
401k plan
Paid time off

Job summary

Truist Wealth in Greensboro seeks a regular full-time professional to provide premier client service and develop both new and existing client relationships. You will offer financial solutions based on consultative conversations, referrals, and cross-training for teller duties as needed.

The role emphasizes maintaining strong client service, supporting branch sales goals, and collaborating with internal specialists to address client financial goals while ensuring compliance with policies and

Qualifications

  • 4 years of client sales and service experience.
  • Experience with sourcing and prospecting for new clients and client relationships.
  • Excellent interpersonal and communication skills.
  • Must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment.
  • Ability to multi-task under time constraints.
  • Ability to travel to accommodate temporary staffing needs and locale changes.
  • Ability to work weekends and/or extended hours with occasional travel.

Responsibilities

  • Exercises advanced proficiency with routine client maintenance requests and sales functions.
  • Contributes to meeting client service and branch sales targets by developing and retaining relationships.
  • Supports team sales process by consulting with clients and referring complex needs to internal specialists.
  • Participates fully in Truist Retail Community Bank Leadership routines.
  • Advances knowledge of sales techniques and product knowledge through training.

Skills

Client relationship building
Sales and service
Interpersonal communication
Microsoft Office
SAFE compliance
Multi-tasking
Travel flexibility

Education

High school diploma or equivalent
Associate's degree or higher

Tools

Microsoft Office

Job description

Truist Wealth in Greensboro seeks a regular full-time professional to provide premier client service and develop both new and existing client relationships. You will offer financial solutions based on consultative conversations, referrals, and cross-training for teller duties as needed.

The role emphasizes maintaining strong client service, supporting branch sales goals, and collaborating with internal specialists to address client financial goals while ensuring compliance with policies and

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