Strategic Relationship Banker: Grow Clients & Loans

Truist Wealth; Winston-Salem (NC); On-site; USD 48,000 - 68,000; Full time

Benefits offered by this job

Health benefits

Paid time off

Retirement plan (401k)

Disability & life insurance

Job summary

Truist Wealth in Winston-Salem, NC seeks a client-focused professional for a Regular position to expand relationships and deliver tailored financial solutions both in person and by phone. You will develop new client relationships, service existing accounts and coordinate with partners to grow business.

The role requires strong interpersonal skills, a commitment to excellent service, and the ability to multi-task across deposits, lending and advisory conversations.

Qualifications

• High school diploma or equivalent education.
• 2 years of client sales and service experience.
• Experience with sourcing and prospecting for new clients and client relationship building.
• Excellent interpersonal and communication skills.
• Proficiency in basic computer applications, such as Microsoft Office.
• Must be SAFE compliant within 30 days and pass 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.

Responsibilities

• Exercises advanced proficiency with routine client maintenance requests, problem resolution and advanced sales functions regarding deposit, credit, convenience and other product and service lines.
• Contributes to meeting or exceeding client service as well as individual and branch sales targets by offering products and services with a focus on developing, expanding and retaining relationships.
• Supports team sales process by conducting consultative conversations and referring more complex client needs to internal specialists.
• Participates fully in all components of the established Truist Retail Community Bank Leadership Routines.
• Advances individual knowledge of sales techniques and product knowledge through training and meetings.
• Advises on consumer lending options and takes loan applications.
• Adheres to internal controls, procedures and risk management policies; stays informed of policy changes.
• Ensures a consistent client service experience by greeting clients and assisting them through transactions.

Skills

Client relationship building

Interpersonal communication

Multitasking

Travel readiness

Education

High school diploma or equivalent

Associate’s degree or higher

Tools

Microsoft Office

Job description

Truist Wealth in Winston-Salem, NC seeks a client-focused professional for a Regular position to expand relationships and deliver tailored financial solutions both in person and by phone. You will develop new client relationships, service existing accounts and coordinate with partners to grow business.

The role requires strong interpersonal skills, a commitment to excellent service, and the ability to multi-task across deposits, lending and advisory conversations.