Senior Relationship Banker & Lending Advisor

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

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401k plan

Paid vacation

Job summary

Truist Wealth is seeking a Regular (1st shift) client service professional to deliver industry-leading service both in-person and by phone. The role focuses on expanding client relationships through consultative conversations and referrals, with cross-training for teller duties as needed.

The position emphasizes meeting client service and sales goals while ensuring compliance with policies. You will collaborate with team members and partners to provide comprehensive financial solutions.

Qualifications

• High school diploma or equivalent required.
• 2 years of client sales and service experience.
• Experience sourcing and prospecting for new clients and relationship building.
• Excellent interpersonal and communication skills.
• Proficiency in basic computer applications, such as Microsoft Office.
• SAFE compliance within 30 days of employment and related background checks.
• Ability to multi-task and travel for temporary staffing needs.
• Weekend/extended hours work and possible overnight travel.

Responsibilities

• Provide advanced client service with maintenance requests, problem resolution, and sales activities.
• Help meet branch sales targets by developing and retaining client relationships.
• Refer complex needs to internal specialists for growth opportunities.
• Participate in all components of leadership routines and training.
• Attend sales, service and product knowledge sessions to improve effectiveness.
• Advise on consumer lending options and take loan applications.
• Follow internal controls and risk management policies to ensure compliance.
• Greet clients, conduct transactions, and help navigate the branch.

Skills

Client sales and service

Interpersonal communication

Microsoft Office

SAFE compliance

Multi-tasking

Client relationship building

Education

High school diploma or equivalent

Associate’s degree or higher

Tools

Microsoft Office

Job description

Truist Wealth is seeking a Regular (1st shift) client service professional to deliver industry-leading service both in-person and by phone. The role focuses on expanding client relationships through consultative conversations and referrals, with cross-training for teller duties as needed.

The position emphasizes meeting client service and sales goals while ensuring compliance with policies. You will collaborate with team members and partners to provide comprehensive financial solutions.