Strategic Relationship Banker & Lending Advisor

Truist Financial; Charlotte (NC); On-site; USD 32,000 - 40,000; Full time

Benefits offered by this job

Medical, dental, vision benefits

Life insurance

Disability insurance

AD&D insurance

401k plan

Paid vacation

Paid sick days

Paid holidays

Job summary

Truist Financial in Charlotte seeks a client service oriented professional for a regular full-time position that blends branch banking and sales. You will manage client relationships, handle teller responsibilities as needed, and provide consultative financial guidance to meet client goals.

You will participate in team routines, develop product knowledge, and support process compliance while delivering a high-quality customer experience.

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, including a desire to interact with clients and prospects.
• Demonstrated proficiency in basic computer applications, such as Microsoft Office.
• Must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment in this role, including new or transfer of registration and applicable NMLS background check which includes meeting applicable financial responsibility, character, credit fitness and criminal background standards. Successful candidates must also meet ongoing regulatory requirements.
• Ability to multi-task under time constraints.
• Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes.
• Ability to work weekends and/or extended hours with occasional travel and overnights may be included.

Responsibilities

• Exhibits 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 or financial goals to other internal specialists.
• Participates fully in all components of the established Truist Retail Community Bank Leadership Routines.
• Advances knowledge of sales techniques and product knowledge through training and meetings.
• Advises on consumer lending options and takes loan applications.
• Adheres to internal controls, operational procedures and risk management policies; stays informed of policy changes.
• Ensures a consistent client service experience by engaging clients and guiding them through transactions.

Skills

Client sales

Customer service

Interpersonal skills

Communication skills

Multi-tasking

Time management

Microsoft Office

Sourcing new clients

NMLS compliance

Travel flexibility

Education

High school diploma

Associates degree or higher

Tools

NMLS background check

Job description

Truist Financial in Charlotte seeks a client service oriented professional for a regular full-time position that blends branch banking and sales. You will manage client relationships, handle teller responsibilities as needed, and provide consultative financial guidance to meet client goals.

You will participate in team routines, develop product knowledge, and support process compliance while delivering a high-quality customer experience.