Strategic Relationship Banker: Grow Client Solutions

Truist Wealth; Durham (NC); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401k plan

Tax-advantaged savings accounts

Job summary

Truist Financial Corporation in Durham, NC, is seeking a Regular position to develop client relationships and provide financial solutions through consultative conversations. The role includes cross-training to perform teller duties and support for sales targets.

You will engage clients, offer deposit and loan options, and refer complex needs to specialists while maintaining regulatory compliance and delivering high-quality service.

Qualifications

• High school diploma or equivalent is required.
• 4 years of client sales and service experience.
• Strong interpersonal and communication skills.
• Proficiency with basic computer applications including Microsoft Office.
• SAFE (Mortgage Licensing Act) compliance within 30 days of employment.

Responsibilities

• Provide an industry leading client service experience and expand client relationships.
• Conduct consultative conversations to identify financial solutions and referrals.
• Cross-train to perform teller duties as needed.
• Contribute to meeting branch sales targets and retain relationships.
• Advise on consumer lending options and take loan applications.
• Follow internal controls and risk management policies.

Skills

Interpersonal communication

Microsoft Office

Time management

Cross-selling

Education

High school diploma or equivalent education

Associate's degree or higher

Tools

Microsoft Office

Job description

Truist Financial Corporation in Durham, NC, is seeking a Regular position to develop client relationships and provide financial solutions through consultative conversations. The role includes cross-training to perform teller duties and support for sales targets.

You will engage clients, offer deposit and loan options, and refer complex needs to specialists while maintaining regulatory compliance and delivering high-quality service.