Matthew Gausman
Financial Planner | Finance Graduate
- Role
- Relationship Banker at Truist
- Location
- Wilmington, NC, US
- LinkedIn followers
- 500 followers
About Matthew Gausman
I help others plan and live their best financial lives. Currently pursuing CFP…
Experience
Relationship Banker
Jun 2025 — Present · Wilmington, NC, US
Help both prospects and existing clients open checking accounts, savings accounts, trust accounts, CD\'s, IRAs, credit cards, home equity lines of credit, auto loans, and personal loans. Execute 50 internal lead calls per week and monitor client relationships within Truist\'s internal CRM software.Strengthen and maintain existing banking relationships for clients with other banking solutions & needs.
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