Relationship Banker or Senior Relationship Banker - Roanoke Downtown

Truist Financial-posted 4 months ago
Full-time • Entry Level
Roanoke, VA
Credit Intermediation and Related Activities
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The Relationship Banker or Senior Relationship Banker position in Roanoke, VA is responsible for providing an industry-leading client service experience both in person and on the phone through the development and expansion of new and existing client relationships. The role involves providing financial solutions that meet client needs based on consultative conversations and referrals to other business partners for additional business growth opportunities. The banker is also cross-trained to support teller transactions as needed.

  • Exercises advanced proficiency with routine client maintenance requests, problem resolution and advanced sales functions regarding deposit, credit, convenience and other product and service lines.
  • Contributes to meeting or exceeding client service as well as individual and branch sales targets by offering products and services with a focus on developing, expanding and retaining relationships.
  • Supports team sales process by conducting consultative conversations and acting upon or referring more complex client needs or financial goals to other internal specialists.
  • Participates fully in all components of the established Truist Retail Community Bank Leadership Routines.
  • Commits to advancing individual knowledge of sales techniques and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings, applicable training classes and web-based learning.
  • Advises on consumer lending options and takes loan applications.
  • Adheres to internal controls, operational procedures and risk management policies.
  • Ensures a consistent client service experience by engaging clients with smiling, courteous conversation while conducting transactions and uncovering needs.
  • High school diploma or equivalent education.
  • 2 years of client sales and service experience.
  • Experience with sourcing and prospecting for new clients and client relationship building.
  • Excellent interpersonal and communication skills, including a desire to interact with clients and prospects.
  • Demonstrated proficiency in basic computer applications, such as Microsoft Office.
  • Must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment in this role.
  • Ability to multi-task under time constraints.
  • Ability to travel to accommodate temporary staffing needs as required.
  • Ability to work weekends and/or extended hours with occasional travel and overnights may be included.
  • Associate's degree or higher.
  • Demonstrated ability to handle multiple priorities under time constraints.
  • Excellent verbal and written communication skills.
  • Ability to respond in a professional manner with a high level of service quality.
  • Experience with discussing, recommending and selling various deposit, credit and retirement products to consumer and small business clients.
  • Demonstrated ability in meeting or exceeding sales goals.
  • General understanding of bank operations, policies and procedures.
  • Medical, dental, vision, life insurance, disability, accidental death and dismemberment.
  • Tax-preferred savings accounts.
  • 401k plan.
  • No less than 10 days of vacation during the first year of employment.
  • 10 sick days.
  • Paid holidays.
  • Potential eligibility for defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.
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