About The Position

Responsible for providing an industry-leading client service experience in person and by phone by developing and expanding new and existing client relationships. Provides financial solutions suited to client needs through consultative conversations and referrals to business partners for additional growth opportunities. The role is cross-trained to perform teller duties as needed. The position requires advanced proficiency with routine client maintenance, problem resolution, and sales of deposit, credit, convenience, and other products and services. The banker supports individual and branch service and sales goals, conducts consultative conversations, and refers complex needs to internal specialists. The role also includes advising on consumer lending options and taking loan applications, participating in Truist Retail Community Bank Leadership Routines, continuing product and sales training, and following operational controls and risk-management policies. Client interactions may include teller transactions, greeting clients, and helping them navigate the branch. The role requires weekend and/or extended-hour availability, and may involve travel, overnight stays, or temporary assignments to meet staffing needs.

Requirements

  • High school diploma or equivalent education.
  • At least 2 years of client sales and service experience.
  • Experience sourcing and prospecting for new clients and building client relationships.
  • Excellent interpersonal and communication skills and 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, including new or transferred registration and applicable NMLS background check; must meet applicable financial responsibility, character, credit fitness, and criminal background standards and ongoing regulatory requirements.
  • Ability to multitask under time constraints.
  • Ability to work weekends and/or extended hours; occasional travel and overnight stays may be included.
  • Ability to travel to accommodate temporary staffing needs, including temporary assignment or location changes.

Nice To Haves

  • Associate’s degree or higher.
  • Demonstrated ability to handle multiple priorities under time constraints.
  • Excellent verbal and written communication skills.
  • Ability to respond professionally while maintaining a high level of service quality.
  • Experience discussing, recommending, and selling deposit, credit, and retirement products to consumer and small-business clients.
  • Demonstrated ability to meet or exceed sales goals.
  • General understanding of bank operations, policies, and procedures.

Responsibilities

  • Provide industry-leading client service in person and by phone while developing and expanding client relationships.
  • Handle routine client maintenance requests and resolve problems; perform sales functions for deposit, credit, convenience, and other products and services.
  • Contribute to individual and branch client-service and sales targets by offering products and services that develop, expand, and retain relationships.
  • Conduct consultative conversations and address client needs or refer complex needs and financial goals to internal specialists.
  • Participate in Truist Retail Community Bank Leadership Routines.
  • Build sales technique and product knowledge by attending meetings, training classes, and web-based learning.
  • Advise clients on consumer lending options and take loan applications.
  • Follow internal controls, operational procedures, risk-management policies, and current compliance guidelines.
  • Engage clients courteously, conduct teller transactions as needed, greet clients, and help them navigate the branch.
  • Travel as needed for temporary staffing assignments or location changes.

Benefits

  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Life insurance
  • Disability insurance
  • Accidental death and dismemberment coverage
  • Tax-preferred savings accounts
  • 401(k) plan
  • At least 10 days of vacation during the first year, prorated based on hire date and full-time or part-time status
  • 10 sick days, prorated
  • Paid holidays
  • Depending on position and division, a defined benefit pension plan, restricted stock units, and/or deferred compensation plan may be available
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