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 based on consultative conversations and refers clients to other business partners for additional growth opportunities. The role is cross-trained to perform teller duties as needed. The position may involve routine client maintenance, resolving problems, and performing sales functions for deposit, credit, convenience, and other product and service lines. The banker contributes to individual and branch service and sales targets, supports the team sales process, and refers complex client needs or financial goals to internal specialists. The role includes advising on consumer lending options and taking loan applications, maintaining product and sales knowledge through training, following operational and risk policies, and helping clients navigate the branch. Saturday work is required; weekend and extended hours may also be required.

Requirements

  • High school diploma or equivalent education.
  • Two 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.
  • Proficiency in basic computer applications such as Microsoft Office.
  • Must meet SAFE Mortgage Licensing Act requirements within 30 days of employment, including registration and applicable NMLS background check and ongoing regulatory requirements.
  • Ability to multitask under time constraints.
  • Ability to travel as required to accommodate temporary staffing needs, including temporary assignment or locale changes.
  • Ability to work weekends and/or extended hours; occasional travel and overnight stays may be included.

Nice To Haves

  • Associate 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 client service in person and by phone, developing and expanding client relationships.
  • Handle routine client maintenance requests, resolve problems, and conduct sales for deposit, credit, convenience, and other products and services.
  • Contribute to client service and individual and branch sales goals by offering products and services that develop, expand, and retain relationships.
  • Conduct consultative conversations and address or refer complex client needs and financial goals to internal specialists.
  • Participate in Truist Retail Community Bank Leadership Routines.
  • Build sales techniques and product knowledge through meetings, training classes, and web-based learning.
  • Advise clients on consumer lending options and take loan applications.
  • Follow internal controls, operating procedures, and risk management policies, and stay informed about policy and procedure changes.
  • Provide a consistent, courteous client experience while conducting transactions, uncovering needs, performing teller transactions as needed, greeting clients, and helping them navigate the branch.

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 by hire date and employment status
  • 10 sick days, prorated
  • Paid holidays
  • The position may also be eligible for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan, depending on position and division
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