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 tailored to client needs through consultative conversations and referrals to business partners for additional growth opportunities. The role is cross-trained to perform teller duties as needed. The banker handles routine client maintenance and problem resolution, supports individual and branch sales targets, identifies and refers complex client needs to internal specialists, and advises clients on consumer lending options and loan applications. The role also involves participating in Truist Retail Community Bank Leadership Routines, continuing product and sales training, following operational and risk policies, and helping clients navigate the branch while providing a consistent service experience.

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.
  • 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, and 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 assignment or locale changes.

Nice To Haves

  • Associate’s degree or higher.
  • Demonstrated ability to manage 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 activities related to 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 the established Truist Retail Community Bank Leadership Routines.
  • Build 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 current on policy and procedure changes.
  • Provide courteous service while conducting transactions, uncovering client needs, handling teller transactions as needed, and greeting and assisting clients in the branch.
  • Travel as required to accommodate temporary staffing needs, including temporary assignment or locale changes.

Benefits

  • Medical, dental, and vision insurance.
  • Life 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 position and division, possible eligibility for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan.
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