About The Position

Responsible for providing an industry-leading client service experience 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 growth opportunities. The banker will be cross-trained to perform required teller duties as needed. This role includes leading branch sales initiatives and serving as an expert resource. The position requires compliance with internal controls, operational procedures, risk-management policies, and applicable mortgage licensing requirements. The job posting identifies this role as regular and requires English fluency and first-shift availability.

Requirements

  • High school diploma or equivalent education.
  • Four 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.
  • 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 NMLS background check, and 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.
  • English fluency required.

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 advanced sales functions related to deposit, credit, convenience, and other product and service lines.
  • Contribute to client service and individual and branch sales targets by offering products and services and developing, expanding, and retaining relationships.
  • Conduct consultative conversations, address client needs, and refer complex needs or financial goals to internal specialists.
  • Participate in Truist Retail Community Bank Leadership Routines.
  • Advance 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, and risk-management policies; stay informed about policy and procedure changes.
  • Lead sales initiatives within the branch and act as an expert resource.
  • Provide professional, courteous client service while conducting transactions and identifying client needs.
  • Perform teller transactions and other duties as required.
  • Work weekends and/or extended hours; travel as needed for temporary staffing needs, potentially including temporary assignment or locale changes and occasional overnights.

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 in the first year, prorated based on hire date and full-time or part-time status
  • 10 sick days, prorated
  • Paid holidays
  • Additional benefits may include a defined benefit pension plan, restricted stock units, and/or deferred compensation, depending on position and division
  • Additional incentive pay
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