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 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.

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, including 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 required registration and applicable NMLS background check; must meet 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 assignments or locale changes.

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 providing 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

  • Handle routine client maintenance requests and resolve problems; perform sales functions involving deposit, credit, convenience, and other products and services.
  • Contribute to client service and individual and branch sales targets by offering products and services and developing, expanding, and retaining client relationships.
  • Conduct consultative conversations and address or refer complex client needs and financial goals to internal specialists.
  • Participate in established Truist Retail Community Bank Leadership Routines.
  • Develop sales techniques 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, and risk management policies; stay informed about policy and procedure changes.
  • Provide consistent, courteous client service during transactions, uncover client needs, handle teller transactions as needed, and help clients navigate the branch.
  • Travel as required to accommodate temporary staffing needs, including temporary assignments or locale changes.

Benefits

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