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 handles client maintenance and problem resolution, supports sales goals, identifies client needs and refers complex needs to internal specialists, advises on consumer lending options, and takes loan applications. It also involves participating in Truist Retail Community Bank Leadership Routines, ongoing sales and product training, and compliance with operational controls, procedures, and risk policies. The role may include teller transactions, greeting clients, and helping them navigate the branch.
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Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED