Senior Relationship Banker — Craft Financial Solutions for Growth

Truist Wealth; Graham (NC); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Health insurance

401k plan

Paid vacation

Paid sick days

Paid holidays

Pension plan (possible)

Restricted stock units (possible)

Job summary

Truist Wealth in Graham, NC is seeking a regular customer service and sales professional to deliver industry-leading client support in person and by phone. You will grow client relationships by offering financial solutions and coordinating referrals to specialists for additional growth opportunities.

Role includes cross-training for teller duties, advising on consumer lending, and applying risk and policy guidelines while maintaining a high standard of service quality.

Qualifications

• High school diploma or equivalent required.
• 2 years of client sales and service experience.
• Experience sourcing and prospecting for new clients and building relationships.
• Excellent interpersonal and communication skills.
• Proficiency in basic computer applications, such as Microsoft Office.
• SAFE compliance within 30 days and NMLS background check.
• Ability to multi-task under time constraints.
• Willingness to travel for temporary staffing needs and locale changes.
• Weekend and/or extended hours availability with occasional travel.

Responsibilities

• Handle routine client maintenance requests and advanced sales activities.
• Contribute to meeting sales targets by developing, expanding and retaining client relationships.
• Conduct consultative conversations and refer complex needs to specialists.
• Participate in branch leadership routines and teamwork.
• Enhance sales knowledge through meetings and trainings.
• Advise on consumer lending options and take loan applications.
• Adhere to controls, procedures and regulatory guidelines.
• Provide a consistent client service experience at the branch.

Skills

Client sales

Communication

Customer service

Time management

Microsoft Office

Multi-tasking

Travel availability

Education

High school diploma or equivalent

Associate’s degree or higher

Job description

Truist Wealth in Graham, NC is seeking a regular customer service and sales professional to deliver industry-leading client support in person and by phone. You will grow client relationships by offering financial solutions and coordinating referrals to specialists for additional growth opportunities.

Role includes cross-training for teller duties, advising on consumer lending, and applying risk and policy guidelines while maintaining a high standard of service quality.