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 suited to client needs through consultative conversations and referrals to other business partners. The role is cross-trained to perform teller duties as needed. The position supports client service and branch sales goals, handles routine client maintenance and problem resolution, advises on consumer lending options and takes loan applications, and follows internal controls, operating procedures, and risk management policies. It also includes participation in Truist Retail Community Bank Leadership Routines and ongoing sales, service, and product training. Work may include teller transactions, greeting clients, and helping them navigate the branch. Weekend or extended hours may be required, with occasional travel and overnights; travel to accommodate temporary staffing needs may include temporary assignment or locale changes.

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.
  • 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 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’s degree or higher.
  • Demonstrated ability to handle multiple priorities under time constraints.
  • Excellent verbal and written communication skills.
  • Ability to respond professionally with 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

  • Provide client service in person and by phone, developing and expanding client relationships.
  • 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 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 current on policy and procedure changes.
  • Engage clients courteously, conduct transactions, uncover needs, handle teller transactions as needed, greet clients, and help them navigate the branch.
  • Travel as required to accommodate temporary staffing needs, potentially including temporary assignments or locale changes.

Benefits

  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Life insurance
  • 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, may be eligible for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan
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