About The Position

The Relationship Banker or Senior Relationship Banker provides an industry-leading client service experience in person and by phone by developing and expanding new and existing client relationships. The role offers financial solutions based on consultative conversations and refers clients to other business partners for additional growth opportunities. The employee is cross-trained to perform teller duties as needed. The position involves routine client maintenance and problem resolution, sales of deposit, credit, convenience, and other products and services, and contributions to individual and branch service and sales goals. The banker participates in Truist Retail Community Bank Leadership Routines and ongoing sales, service, and product training; advises on consumer lending options and takes loan applications; and follows internal controls, operating procedures, and risk-management policies. The position may also involve teller transactions, greeting clients, and helping them navigate the branch. The role is regular, requires English fluency, and is assigned to the first shift. Weekend and/or extended-hours work is required, and occasional travel and overnight stays may be included. Temporary travel or locale changes may be required to accommodate staffing needs. Annual base salary is $45,760–$52,500 for Relationship Banker and $45,760–$58,500 for Senior Relationship Banker. Additional incentive pay is available. Eligible regular employees working at least 20 hours per week may receive benefits, subject to the applicable division and position. Benefits listed include medical, dental, vision, life and disability insurance, accidental death and dismemberment coverage, tax-preferred savings accounts, a 401(k), vacation, sick days, and paid holidays. Depending on position and division, the job may also be eligible for a defined benefit pension plan, restricted stock units, and/or deferred compensation.

Requirements

  • High school diploma or equivalent education.
  • At least 2 years of client sales and service experience.
  • Experience sourcing and prospecting for new clients and building client relationships.
  • Excellent interpersonal and communication skills and a desire to interact with clients and prospects.
  • Proficiency in basic computer applications such as Microsoft Office.
  • Must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment, including new or transferred registration and applicable NMLS background check; must meet ongoing regulatory requirements.
  • Ability to multitask under time constraints.
  • Ability to travel as required to accommodate temporary staffing needs, including temporary assignment or locale changes.
  • Ability to work weekends and/or extended hours; occasional travel and overnights may be included.

Nice To Haves

  • Associate degree or higher.
  • Demonstrated ability to handle multiple priorities under time constraints.
  • Excellent verbal and written communication skills.
  • Ability to respond professionally while providing a high level of service quality.
  • Experience discussing, recommending, and selling deposit, credit, and retirement products to consumer and small-business clients.
  • Demonstrated ability to meet or exceed sales goals.
  • General understanding of bank operations, policies, and procedures.

Responsibilities

  • Provide client service in person and by phone while developing and expanding client relationships.
  • Handle routine client maintenance requests and resolve problems; perform sales functions for deposit, credit, convenience, and other products and services.
  • Contribute to individual and branch client-service and sales targets by offering products and services and developing, expanding, and retaining relationships.
  • Conduct consultative conversations and address or refer complex client needs and financial goals to internal specialists.
  • Participate in Truist Retail Community Bank Leadership Routines.
  • Advance product and sales knowledge through meetings, training classes, and web-based learning.
  • Advise clients on consumer lending options and take loan applications.
  • Follow internal controls, operational procedures, risk-management policies, and current compliance guidelines.
  • Engage clients courteously during transactions, which may include teller duties, greeting clients, and helping them navigate the branch.

Benefits

  • 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, prorated as applicable
  • 10 sick days, prorated as applicable
  • Paid holidays
  • Potential eligibility for a defined benefit pension plan, restricted stock units, and/or deferred compensation, depending on position and division
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