Client Relationship Manager

4 weeks ago

Lynchburg VA USA, United States Truist Full time
Job Description

About the Role:

We are seeking a highly skilled Client Relationship Manager to join our team at Truist. As a key member of our banking team, you will be responsible for providing exceptional client service and building strong relationships with our clients.

Key Responsibilities:

  • Develop and expand existing client relationships through consultative conversations and referrals to other business partners.
  • Provide financial solutions that meet client needs, including deposit, credit, and retirement products.
  • Support team sales process by conducting consultative conversations and acting upon or referring more complex client needs or financial goals to other internal specialists.
  • Participate fully in all components of the established Truist Retail Community Bank Leadership Routines.
  • Commit to advancing individual knowledge of sales techniques and product knowledge to better serve consumer and business clients.
  • Adhere to internal controls, operational procedures, and risk management policies.
  • Ensure a consistent client service experience by engaging clients with smiling, courteous conversation while conducting transactions and uncovering needs.

Requirements:

  • High school diploma or equivalent education.
  • 2 years of client sales and service experience.
  • Experience with sourcing and prospecting for new clients and client relationship building.
  • 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 in this role.
  • Ability to multi-task under time constraints.
  • Ability to travel to accommodate temporary staffing needs as required.

Preferred Qualifications:

  • Associates degree or higher.
  • Demonstrated ability to handle multiple priorities under time constraints.
  • Excellent verbal and written communication skills.
  • Ability to respond in a professional manner with a high level of service quality.
  • Experience with discussing, recommending, and selling various deposit, credit, and retirement products to consumer and small business clients.
  • Demonstrated ability in meeting or exceeding sales goals.
  • General understanding of bank operations, policies, and procedures.

Benefits:

Truist offers a comprehensive benefits package to eligible employees, including medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan. Teammates also receive no less than 10 days of vacation and 10 sick days during their first year of employment, along with paid holidays.

Equal Opportunity Employer:

Truist is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law.

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