Strategic Relationship Banker

Truist

Montgomery (AL)

On-site

USD 38,000 - 52,000

Full time

12 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 Financial Corporation in Montgomery, AL seeks a Regular Retail Banking Specialist to deliver industry-leading client service in person and by phone, while expanding client relationships and providing financial solutions through consultative conversations. You will be cross-trained to perform teller duties as needed, support branch sales targets, and refer complex needs to internal specialists.

Strong communication skills and a high school diploma are required, with flexibility for

Qualifications

  • High school diploma or equivalent education.
  • 2 years of client sales and service experience.
  • Experience with sourcing and prospecting for new clients.
  • Excellent interpersonal and communication skills.
  • Proficiency in basic computer applications, such as Microsoft Office.
  • Must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment, including NMLS background check.
  • Ability to multi-task under time constraints.
  • Ability to travel to accommodate temporary staffing needs.
  • Ability to work weekends and/or extended hours with occasional travel and overnights.

Responsibilities

  • Exercises advanced proficiency with routine client maintenance requests and advanced sales functions.
  • Contributes to meeting or exceeding client service and branch sales targets by offering products and services.
  • Supports team sales process by consulting with clients and referring complex needs to internal specialists.
  • Participates in the Retail Community Bank Leadership routines.
  • Attends training classes and web-based learning to improve sales techniques and product knowledge.
  • Advises on consumer lending options and takes loan applications.
  • Adheres to internal controls, procedures and risk management policies.
  • Engages clients with courteous conversation while conducting transactions and helps navigate the branch.

Skills

Client relationship building
Interpersonal communication
Multi-tasking under time constraints
Microsoft Office proficiency

Education

High school diploma or equivalent
Associate's degree or higher

Tools

NMLS background check system

Job description

Truist Financial Corporation in Montgomery, AL seeks a Regular Retail Banking Specialist to deliver industry-leading client service in person and by phone, while expanding client relationships and providing financial solutions through consultative conversations. You will be cross-trained to perform teller duties as needed, support branch sales targets, and refer complex needs to internal specialists.

Strong communication skills and a high school diploma are required, with flexibility for

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