Client Service Representative
Responsible for providing an industry-leading client service experience both in person and on the phone through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative conversations and referrals to other business partners for additional business growth opportunities. Will be cross-trained to perform required teller duties as needed.
Essential Duties and Responsibilities : Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, to include teller transactions, which are not mentioned below. Specific activities may change from time to time.
Qualifications : Required Qualifications : The requirements listed below are representative of the knowledge, skill, and / or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Preferred Qualifications : 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 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.
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation : All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and / or a deferred compensation plan.
Truist is an Equal Opportunity Employer that does not discriminate 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. Truist is a Drug Free Workplace.
Relationship Banker • York, PA, US