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 position is cross-trained to perform teller duties as needed. The role handles client maintenance requests and problem resolution, supports individual and branch sales targets, and helps clients identify products and services suited to their needs. It includes advising on consumer lending options and taking loan applications, maintaining compliance with operational and risk policies, and participating in Truist Retail Community Bank Leadership Routines and ongoing sales, service, and product training. Duties may also 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