Solutions Delivery Banker - Greensboro, NC

Truist; Greensboro (NC); Remote; USD 40,000 - 70,000; Full time

Job summary

An established industry player is seeking a Solutions Delivery Banker to enhance client experiences through virtual interactions. This role involves assessing client needs, providing tailored financial solutions, and achieving performance goals. Ideal candidates will possess strong communication skills and a background in client sales. The company offers a comprehensive benefits package, including medical, dental, and 401(k) plans, making it an attractive opportunity for those looking to grow in the financial services sector. Join a team dedicated to making a positive impact on clients' financial well-being!

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

401(k) Plan

Paid Vacation

Sick Leave

Holidays

Disability Insurance

Qualifications

• 2+ years of client sales and service experience required.
• Proficiency in basic computer applications is essential.

Responsibilities

• Meet with clients virtually to assess needs and recommend financial solutions.
• Manage complex servicing issues and achieve performance goals.

Skills

Client Sales Experience

Interpersonal Skills

Communication Skills

Computer Proficiency (Microsoft Office)

Multi-tasking

Education

High School Diploma or Equivalent

Job description

Solutions Delivery Banker - Greensboro, NC

Join to apply for the Solutions Delivery Banker - Greensboro, NC role at Truist.

This position is designed for an experienced individual contributor focused on providing a distinctive client experience through care, expertise, and financial solutions delivery to clients and prospects in a virtual environment.

Essential Duties and Responsibilities

• Meet with prospects and clients virtually (phone, chat/messaging, or video) to assess needs, review financial practices, conduct caring conversations, and recommend suitable products and services.
• Support the Virtual Solutions Delivery Team by conducting consultative conversations and referring complex client needs to internal partners.
• Proactively contact targeted clients through outbound efforts, sharing the impact Truist can have on their financial well-being, and setting appointments for financial reviews.
• Remain available as per schedule to deliver an exceptional client experience for inbound calls.
• Manage and resolve complex servicing issues by leveraging internal resources and referring clients accordingly.
• Achieve individual performance goals related to revenue and profit growth, including deposit and lending solutions, digital empowerment, and onboarding outreach.
• Participate in all components of the Virtual Solutions Delivery C.A.R.E.S routines.
• Enhance sales techniques and product knowledge through training and development activities.
• Adhere to schedules, controls, operational procedures, and risk management policies, staying informed of policy updates.

Qualifications

Required Qualifications

• High school diploma or equivalent
• At least 2 years of client sales and service experience
• Experience in sourcing, prospecting, and building client relationships
• Excellent interpersonal and communication skills
• Proficiency in basic computer applications (Microsoft Office)
• Must be SAFE compliant within 30 days of employment, including NMLS background check
• Ability to multi-task and work extended hours, including weekends

Preferred Qualifications

• Bilingual in Spanish
• Strong verbal and written communication skills
• Experience selling deposit, credit, and retirement products
• Understanding of bank operations, policies, and procedures

Benefits

Eligible employees working 20+ hours per week are offered benefits including medical, dental, vision, life insurance, disability, savings accounts, 401(k), paid vacation, sick leave, and holidays. Additional benefits may include pension plans, stock units, and deferred compensation, depending on the role and division.

Truist is an Equal Opportunity Employer and a Drug-Free Workplace.