Truist Financial Corporation is looking to solve the problem of providing an industry-leading client service experience through the development and expansion of new and existing client relationships.
Requirements
- 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, including new or transfer of registration and applicable NMLS background check
- Experience with discussing, recommending and selling various deposit, credit and retirement products to consumer and small business clients
- General understanding of bank operations, policies and procedures
- Ability to multi-task under time constraints
- Ability to respond in a professional manner with a high level of service quality
- Demonstrated ability to handle multiple priorities under time constraints
Responsibilities
- Exercises advanced proficiency with routine client maintenance requests, problem resolution and advanced sales functions regarding deposit, credit, convenience and other product and service lines.
- Contributes to meeting or exceeding client service as well as individual and branch sales targets by offering products and services and developing, expanding and retaining relationships.
- Supports team sales process by conducting consultative conversations and acting upon or referring more complex client needs or financial goals to other internal specialists.
- Advises on consumer lending options and takes loan applications.
- Adheres to internal controls, operational procedures and risk management policies.
- Leads sales initiatives within the branch and acts as an expert resource.
- Provides professional client service, ensuring a consistent experience by engaging clients with smiling, courteous conversation while conducting transactions and uncovering needs.
Other
- High school diploma or equivalent education
- 4 years of client sales and service experience
- Excellent interpersonal and communication skills, including a desire to interact with clients and prospects
- Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes
- Ability to work weekends and/or extended hours with occasional travel and overnights may be included
