Private Banker jobs in Hickory, NC

ESSENTIAL DUTIES AND RESPONSIBILITIES

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below.

Specific activities may change from time to time.

1. 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.

Performs more complex transactions with assistance as necessary.

2. Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience.

3. 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.

4. Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly deliver Truist expertise and solutions for our clients’ unique needs.

5. Participate fully in all components of the established Truist Retail Community Bank Leadership Routines.

6. Commit to advancing individual and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings and all applicable training classes and web-based learning.

7. Adhere to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines.

8. Serve as secondary contact for new account openings and problem resolution, offering applicable products and services to clients and prospects.

Handles proportionate volume of work based on branch demands.

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.

1. High school diploma or equivalent education

3. Six months of client relationship building or sales experience

4. Excellent interpersonal and communication skills, including a desire to interact with clients and prospects

5. Ability to master personal computer (PC) keyboard and software skills necessary for branch automation

6. Ability to multi-task under time constraints

7. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products

8. Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes

9. Ability to work weekends and / or extended hours with occasional travel and overnights may be included

Preferred Qualifications :

1. One year of client relationship building or sales experience

2. Knowledge of advanced or complex branch transactions, risk management and loss prevention

3. Experience with sourcing and prospecting for new clients and client relationship building

4. 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.

Last updated : 2024-04-24