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 business opportunities. The role is cross-trained to perform teller duties as needed, including transactions, greeting clients, and helping them navigate the branch. Advises on consumer lending options and takes loan applications while following applicable operational, risk-management, and compliance requirements.

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 be SAFE (Mortgage Licensing Act) compliant within 30 days of employment, including new or transferred registration and applicable NMLS background check; must meet applicable financial responsibility, character, credit fitness, and criminal background standards and ongoing regulatory requirements.
  • Ability to multitask under time constraints.
  • Ability to travel to accommodate temporary staffing needs, including temporary assignment or location changes.
  • Ability to work weekends and/or extended hours; occasional travel and overnight stays 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 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.
  • Contribute to client-service and individual and branch sales goals by offering products and services that develop, expand, and retain 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 through meetings, training classes, and web-based learning.
  • Advise clients on consumer lending options and take loan applications.
  • Follow internal controls, operational procedures, risk-management policies, and current guidelines.
  • Provide a consistent client-service experience through courteous engagement, conducting transactions, identifying client needs, handling teller transactions as needed, greeting clients, and helping them navigate the branch.

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 as applicable
  • 10 sick days, prorated as applicable
  • Paid holidays
  • May be eligible for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan, depending on position and division
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