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Client Service Representative
2 semanas atrás
We are seeking a skilled Relationship Development Specialist to join our team.
The ideal candidate will be responsible for delivering an exceptional client service experience, developing and expanding client relationships, providing financial solutions, and supporting sales processes as needed.
Key Responsibilities:
- Handle routine client requests, resolve problems, and perform sales functions related to deposit, credit, and other products.
- Meet or exceed client service and sales targets by offering products and services, focusing on relationship development and retention.
- Support sales processes through consultative conversations and referrals to specialists.
Requirements:
High school diploma or equivalent required. Two years of client sales/service experience with ability to source and build client relationships, excellent communication skills, proficiency in Microsoft Office, SAFE compliance within 30 days, ability to multi-task, travel as needed, and work weekends/extended hours.
Preferred qualifications include Associate's degree or higher, ability to manage multiple priorities, strong communication skills, experience in sales and bank operations.
Benefits:
Eligible employees working 20+ hours/week receive benefits including medical, dental, vision, life insurance, disability, savings accounts, 401k, paid vacation, sick days, and holidays.
Truist is an Equal Opportunity Employer and a Drug-Free Workplace. EEO is the Law, Pay Transparency, and E-Verify.