About The Position

Responsible for providing an industry-leading client service experience in person and by phone through 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, problem resolution, and sales activities involving deposit, credit, convenience, and other products and services. It contributes to individual and branch client-service and sales targets, supports consultative sales, and refers complex needs to internal specialists. The banker advises clients on consumer lending options and takes loan applications, while following operational controls, procedures, and risk policies. The position may include teller transactions, greeting clients, and helping them navigate the branch.

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.
  • Demonstrated proficiency in basic computer applications, such as Microsoft Office.
  • Must meet SAFE (Mortgage Licensing Act) requirements within 30 days of employment, including applicable registration and NMLS background-check standards, and meet ongoing regulatory requirements.
  • Ability to multitask under time constraints.
  • Ability to travel as needed 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

  • Handle routine client maintenance requests, resolve problems, and perform sales functions related to deposit, credit, convenience, and other products and services.
  • Help meet or exceed 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 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, and stay informed of policy and procedure changes.
  • Provide courteous client service, conduct transactions, uncover client needs, perform teller transactions as needed, and help greet and guide clients within the branch.

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 as applicable
  • 10 sick days, prorated as applicable
  • Paid holidays
  • Position- and division-dependent eligibility for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan
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