Senior Solutions Specialist

Truist

. Meet virtually with prospects and clients by phone, chat/messaging, or video to assess needs, review financial practices, conduct caring conversations, and recommend suitable products and services .

Posted 10/23/2026full-timeCharlotte • North Carolina • United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client relationship building and consultative sales, with a strong focus on financial education and compliance. Proven ability to meet sales goals and manage client needs effectively in a virtual environment.

Highest-signal resume keywords

Client Sales And Service ExperienceFinancial EducationSAFE ComplianceDeposit And Lending SolutionsInterpersonal And Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client Relationship BuildingSales Goal AchievementProspectingFinancial Product KnowledgeMulti-tasking Under Time Constraints

Soft Skills

Excellent Interpersonal SkillsEffective Communication Skills

Tools & Technologies

Microsoft Office

Certifications & Qualifications

SAFE ComplianceNMLS Registration

Industry Keywords

Bank OperationsRisk Management PoliciesCompliance GuidelinesVirtual Solutions DeliveryClient Onboarding

About the role

Key responsibilities & impact

Meet virtually with prospects and clients by phone, chat/messaging, or video to assess needs, review financial practices, conduct caring conversations, and recommend suitable products and services
Handle routine client maintenance requests, problem resolution, and advanced sales functions for deposit, credit, convenience, and other products and services
Support the Virtual Solutions Delivery Team sales process through consultative conversations and referral of complex needs to internal partners
Provide financial education on Truist offerings at new hire events and community heroes’ presentations
Remain available according to the workforce-managed schedule for inbound calls
Conduct proactive outbound outreach to targeted clients and schedule appointments for financial reviews
Meet annual revenue and profit growth goals through deposit and lending solutions, digital empowerment, and client onboarding outreach
Participate in Virtual Solutions Delivery C.A.R.E.S. routines
Attend sales, service, product knowledge meetings, training classes, and web-based learning
Follow schedules, internal controls, operational procedures, risk management policies, and compliance guidelines

Requirements

What you’ll need

High school diploma or equivalent education
4 years of client sales and service experience
Experience with sourcing and prospecting for new clients and client relationship building
Excellent interpersonal and communication skills
Proficiency in basic computer applications, such as Microsoft Office
Must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment, including applicable NMLS registration and background check requirements
Ability to multi-task under time constraints
Ability to work weekends and/or extended hours
Associate’s degree or higher preferred
Experience discussing, recommending, and selling deposit, credit, and retirement products preferred
Demonstrated ability to meet or exceed sales goals preferred
General understanding of bank operations, policies, and procedures preferred

Benefits

Comp & perks

Medical insurance
Dental insurance
Vision insurance
Life insurance
Disability insurance
Accidental death and dismemberment coverage
Tax-preferred savings accounts
401(k) plan
At least 10 days of vacation during the first year of employment, prorated
10 sick days, prorated
Paid holidays
Defined benefit pension plan (position/division dependent)
Restricted stock units (position/division dependent)
Deferred compensation plan (position/division dependent)