Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned. Deliver superior quality service, identifying and understanding the client’s financial needs. Cross‑trained to support sales and service activities, with a particular focus on assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities.
Responsibilities
Provide a distinctive client experience to ensure a consistent service level by engaging clients with smiling, facilitating courteous conversation, conducting both complex and standardized transactions while uncovering needs.
Educate clients on digital, self‑service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience.
Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly deliver Truist expertise and solutions for our clients’ unique needs.
Participate fully in all components of the established Truist Retail Community Bank Leadership Routines.
Deliver customized, complex banking and capital markets solutions to private real estate developers and investors nationwide.
Compensation
The annual base salary for this position is $150,000 - $175,000. Additional incentive pay is available for this position.
Responsibilities
Responsible for all aspects of client management including driving execution of credit facilities, capital markets transactions, and treasury management services.
Act as lead point of contact for clients and prospects to grow and deepen client relationships by executing on a defined profitable growth plan.
Regularly engage with product partners across the bank including Capital Markets, Treasury, Agency, Mortgage Banking and Marketing to provide proactive solutions to client needs.
Employ astute risk management by maintaining satisfactory credit risk standards, risk review assessments, audit results and compliance results.
Prepare and deliver presentations to senior line of business management and senior credit risk management for new credit opportunities, portfolio management, and market overviews.
Requirements
Bachelor's degree in Business, Finance or related field
Provide client service and sales in a retail banking environment, including teller duties and loan applications.
Compensation
The annual base salary for this position is $45,760-$52,500. Additional incentive pay is available for this position. The annual base salary for this position is $45,760-$58,500. Additional incentive pay is available for this position.
Responsibilities
Exercise advanced proficiency with routine client maintenance requests, problem resolution and advanced sales functions regarding deposit, credit, convenience and other product and service lines.
Contribute to meeting or exceeding client service and branch sales targets by offering products and services with a focus on developing, expanding and retaining relationships.
Support team sales process by conducting consultative conversations and referring complex client needs to 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.
Requirements
High school diploma or equivalent education
Nice to have: Associate’s degree or higher
Nice to have: multiple priorities under time constraints
Nice to have: verbal and written communication
Nice to have: selling deposit, credit and retirement products
Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned.
Compensation
The hourly base salary for this position is $22.00/hour-$25.00/hour
Responsibilities
Provide a distinctive client experience to ensure a consistent service level by engaging clients with smiling, facilitating courteous conversation, conducting both complex and standardized transactions while uncovering needs.
Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience.
Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly deliver Truist expertise and solutions for our clients’ unique needs.
Participate fully in all components of the established Truist Retail Community Bank Leadership Routines.
Requirements
High school diploma or equivalent education
Nice to have: one year of client relationship building or sales experience
Nice to have: knowledge of advanced or complex branch transactions
Provide sales, service and loan support to Relationship Managers, Commercial Credit staff, and Sales Leaders managing and supporting Commercial client portfolios.
Responsibilities
Assist Relationship Managers by providing sales support, including assistance with pipeline accuracy, call preparation, ordering Financial Insights, opening and onboarding deposit accounts, Treasury onboarding, pro-actively following up with and consistently contacting clients and prospects.
Support the sales process and portfolio growth through recognition of, and taking action on referral opportunities using internal resources and data.
Support banker team by pulling necessary reports or data, attending and participating in meetings, completing follow up as needed and clearly communicating within the team.
Provide superior client service to Commercial Community Bank clients taking ownership of client needs, problems, and requests.
Assist in general servicing of Commercial loans, deposits and fee services such as Treasury assigned to Relationship Managers.
Direct and execute all marketing and direct sales activities for a Financial Advisor team with a goal of increasing client retention to sustain and grow revenue. Provide leadership to the Financial Advisor team and contribute to the short- and long term strategic planning and overall training of the team.
Compensation
The annual base salary for this position is $57,880-106,730
Responsibilities
Participate in the establishment of the strategic direction of the Financial Advisor team to increase revenue.
Develop and execute a cohesive branding strategy to maximize client retention and increase new business.
Create all external marketing collateral.
Facilitate a direct calling effort on centers of influence within the community and build strong relationships with internal partners to foster new sources of revenue and increase referral activity.
Remain knowledgeable of and familiar with all products currently offered by Truist Wealth and complete continuing education requirements.
Build sustainable talent pipelines for manufacturing, technical, skilled trades, and professional career paths, focusing on workforce development, military hiring, and early-career talent pipeline creation.
Compensation
Estimated annual base pay: $74,000 - $96,000
Responsibilities
Develop and maintain strategic partnerships with high school and career pathway programs
Develop and maintain strategic partnerships with junior and community colleges
Develop and maintain strategic partnerships with technical and trade schools
Develop and maintain strategic partnerships with workforce development organizations
Develop and maintain strategic partnerships with economic development groups