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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 based on consultative conversations and refers clients to other business partners for additional growth opportunities. The banker is cross-trained to perform teller duties as needed. The role may include teller transactions and other duties not listed in the posting, and specific activities may change over time.

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.
  • Demonstrated proficiency in basic computer applications, such as Microsoft Office.
  • Must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment, including any 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 locale 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 advanced sales functions involving deposit, credit, convenience, and other product and service lines.
  • Help meet or exceed individual and branch client service and sales targets by offering products and services and developing, expanding, and retaining relationships.
  • Support the team sales process through consultative conversations, addressing client needs, and referring complex needs or financial goals to internal specialists.
  • Participate in all components of Truist Retail Community Bank Leadership Routines.
  • Advance product knowledge and sales skills by attending sales, service, and product knowledge 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 of policy and procedure changes to ensure compliance.
  • Provide a consistent client service experience through courteous conversation, uncovering client needs, handling teller transactions as needed, and helping clients navigate the branch.
  • Travel as needed to accommodate temporary staffing needs, including temporary assignment or locale changes; occasional travel and overnight stays may be included.

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 position and division, eligibility for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan.

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