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Client Relationship Specialist
2 months ago
We are seeking a highly skilled Relationship Banker to join our team at Truist Inc. As a key member of our organization, you will be responsible for providing exceptional client service and building strong relationships with our customers.
Key Responsibilities- Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions.
- Provide expert advice on financial products and services to clients, including deposit, credit, and retirement options.
- Work closely with internal teams to identify and pursue new business opportunities and cross-sell products.
- Conduct consultative conversations with clients to understand their financial goals and objectives.
- Participate in sales and service meetings to stay up-to-date on product knowledge and sales techniques.
- Adhere to internal controls and risk management policies to ensure compliance with regulatory requirements.
- Provide exceptional client service by engaging with clients in a professional and courteous manner.
- Bachelor's degree or equivalent experience.
- 2+ years of client sales and service experience.
- Excellent interpersonal and communication skills.
- Demonstrated proficiency in basic computer applications, such as Microsoft Office.
- Ability to multi-task under time constraints and work in a fast-paced environment.
- Ability to travel as required to accommodate temporary staffing needs.
- Associate's 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 financial products to clients.
Truist Inc. 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 401(k) plan. Team members also receive paid time off, sick leave, and holidays.
Equal Employment OpportunityTruist Inc. 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.