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Client Relationship Manager Financial Sales

Relationship Banker: Client Solutions & Lending

Job in Santa Rosa Beach, Walton County, Florida, 32459, USA
Listing for: Truist
Full Time position
Listed on 2026-03-06
Job specializations:
  • Customer Service/HelpDesk
    Client Relationship Manager
  • Sales
    Client Relationship Manager, Financial Sales
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A financial services company in Santa Rosa Beach, Florida, is seeking a dedicated client service representative. This role requires developing new and existing client relationships while providing exceptional service both in person and over the phone. Candidates must have at least 2 years of sales experience and skill in client relationship building. The position entails adhering to compliance policies and fostering financial solutions tailored to client needs.

Benefits include comprehensive health coverage and paid time off.
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