Relationship Banker or Senior Relationship Banker (Saturday Required) - Wellington Station
About The Position
Responsible for providing an industry-leading client service experience in person and by phone through developing and expanding new and existing client relationships. Provides financial solutions based on consultative conversations and refers clients to other business partners for additional growth opportunities. The role is cross-trained to perform teller duties as needed. The position may be hired at either the Relationship Banker or Senior Relationship Banker level. The stated annual base salary is $45,760–$59,500 for Relationship Banker and $45,760–$68,500 for Senior Relationship Banker. Saturday work is required.
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 needed 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’s degree or higher.
- Demonstrated ability to handle multiple priorities under time constraints.
- Excellent verbal and written communication skills.
- Ability to respond professionally while maintaining 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
- Handle routine client maintenance requests, resolve problems, and perform advanced sales functions involving 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 client 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 sales techniques and product 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.
- Provide consistent, courteous client service during transactions, including teller transactions, 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 based on hire date and full-time or part-time status
- 10 sick days, prorated
- Paid holidays
- Depending on position and division, the role may also be eligible for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
