Senior Relationship Banker: Client Growth & Solutions

Gamma Phi Omega International

Indian Trail (NC)

On-site

USD 32,000 - 42,000

Full time

41 hours ago
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Benefits offered by this job

Medical insurance
Dental insurance
Vision insurance
Life insurance
Disability insurance
401(k) plan
Paid holidays
Paid time off

Job summary

Truist Financial Corporation is seeking a client-focused professional in North Carolina to provide service in person and over the phone, expand client relationships, and guide customers to suitable financial solutions. The role includes occasional teller duties and requires strong interpersonal skills.

Candidates should have a high school diploma, 2 years of client sales/service experience, and comfort with Microsoft Office; weekend/extended hours may be required.

Qualifications

  • High school diploma or equivalent is required.
  • 2 years of client sales and service experience preferred.
  • Experience with sourcing and prospecting for new clients and relationship building.
  • Excellent interpersonal and communication skills.
  • Proficiency with basic computer applications such as Microsoft Office.
  • SAFE (Mortgage Licensing Act) compliant within 30 days and able to pass NMLS background checks.
  • Ability to multi-task under time constraints and travel for staffing needs.
  • Willingness to work weekends and extended hours as needed.

Responsibilities

  • Provide industry leading client service in person and by phone.
  • Develop and expand client relationships with financial solutions.
  • Cross-train to perform teller duties as needed.
  • Meet or exceed client service and sales targets.
  • Conduct consultative conversations and refer complex needs to specialists.
  • Adhere to internal controls and risk management policies.

Skills

Client relationships
Communication skills
Microsoft Office
Multi-tasking
Travel readiness

Education

High school diploma or equivalent
Associate degree or higher

Tools

Microsoft Office

Job description

Truist Financial Corporation is seeking a client-focused professional in North Carolina to provide service in person and over the phone, expand client relationships, and guide customers to suitable financial solutions. The role includes occasional teller duties and requires strong interpersonal skills.

Candidates should have a high school diploma, 2 years of client sales/service experience, and comfort with Microsoft Office; weekend/extended hours may be required.

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