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. Uses consultative conversations to identify client needs, provide financial solutions, and refer clients to other business partners for additional growth opportunities. The role is cross-trained to perform teller duties as needed. The position supports individual and branch client-service and sales targets, handles client maintenance and problem resolution, advises on consumer lending options and takes loan applications, and follows operational controls and risk-management policies. It also involves participating in Truist Retail Community Bank Leadership Routines and ongoing sales, service, and product training. Weekend and/or extended-hour work is required, with occasional travel and overnight stays potentially included. Saturday is required.

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, 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 travel as required 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 involving deposit, credit, convenience, and other products and services.
  • Contribute to individual and branch client-service and 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 all components of the established Truist Retail Community Bank Leadership Routines.
  • Advance 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 about policy and procedure changes.
  • Provide consistent, courteous client service during transactions, including teller transactions, greeting clients, and helping them navigate the branch.

Benefits

  • Medical, dental, and vision insurance.
  • Life insurance and disability insurance.
  • Accidental death and dismemberment coverage.
  • 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 the position and division, the role may also be eligible for a defined benefit pension plan, restricted stock units, and/or deferred compensation.
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