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 that meet client needs, based on consultative conversations, and refers clients to other business partners for additional business growth opportunities. The role is cross-trained to perform required teller duties as needed. Duties may include other major or minor functions, including teller transactions, and specific activities may change from time to time.

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 any new or transferred registration and applicable NMLS background check; must 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 overnights 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 and resolve problems, while demonstrating advanced sales proficiency for 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.
  • Support the team sales process through consultative conversations and act on or refer complex client needs and financial goals to internal specialists.
  • Participate in all components of Truist Retail Community Bank Leadership Routines.
  • Advance individual knowledge of sales techniques and products by attending sales, service, and product knowledge 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 of policy and procedure changes to ensure compliance.
  • Provide a consistent client service experience through courteous conversations, conducting transactions, and identifying client needs.
  • Perform teller transactions as needed and help greet clients and navigate them 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 based on hire date and full-time or part-time status
  • 10 sick days, prorated
  • Paid holidays
  • Depending on position and division, eligibility for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan
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