Strategic Relationship Banker & Lending Advisor

Sigma Gamma Rho Sorority, Inc; Indian Trail (NC); On-site; USD 32,000 - 45,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) plan

Job summary

Truist Financial Corporation is seeking a client-focused banking professional in the United States for a Regular, full-time role. You will expand client relationships, offer financial solutions, and support teller duties as needed to assist customers.

The role emphasizes sales objectives, consultative conversations, and adherence to policies while delivering excellent service at the branch.

Qualifications

• High school diploma or equivalent required.
• 2 years of client sales and service experience.
• Experience sourcing and prospecting for new clients.
• Excellent interpersonal and communication skills.
• Proficiency with basic computer applications like Microsoft Office.
• SAFE-compliant within 30 days and pass NMLS checks.
• Ability to multi-task under time constraints.

Responsibilities

• Handle routine client maintenance requests and upsell deposits, credit and services.
• Contribute to meeting client service and branch sales targets by expanding relationships.
• Support team sales with consultative conversations and referrals to internal specialists.
• Participate in Retail Community Bank leadership routines and trainings.
• Advise on consumer lending options and take loan applications.
• Adhere to internal controls and risk management policies.

Skills

Client relationship building

Sales experience

Interpersonal communication

Multi-tasking

Education

High school diploma or equivalent

Associate's degree or higher

Tools

Microsoft Office

Job description

Truist Financial Corporation is seeking a client-focused banking professional in the United States for a Regular, full-time role. You will expand client relationships, offer financial solutions, and support teller duties as needed to assist customers.

The role emphasizes sales objectives, consultative conversations, and adherence to policies while delivering excellent service at the branch.