About The Position

The Relationship Banker or Senior Relationship Banker provides an industry-leading client service experience in person and over the 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 banker is cross-trained to perform teller duties as needed. The position handles client maintenance requests, problem resolution, and sales activities for deposit, credit, convenience, and other products and services. It supports individual and branch service and sales goals, advises on consumer lending options, and takes loan applications. The banker also helps clients navigate the branch, may conduct teller transactions, follows operational and risk controls, and maintains product and sales knowledge through meetings and training. Occasional travel, overnight travel, weekend work, or extended hours may be required; travel may include temporary staffing assignments or changes in locale.

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, including a desire to interact with clients and prospects.
  • Proficiency in basic computer applications such as Microsoft Office.
  • Must meet SAFE (Mortgage Licensing Act) requirements within 30 days of employment, including registration and applicable NMLS background check standards; must meet ongoing regulatory requirements.
  • Ability to multitask under time constraints.
  • Ability to travel as needed for temporary staffing needs.
  • Ability to work weekends and/or extended hours; occasional travel and overnight stays 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 and resolve problems; perform sales functions involving deposit, credit, convenience, and other products and services.
  • Contribute to client service and individual and branch 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 sales technique 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, and risk management policies; stay current with policy and procedure changes.
  • Provide a consistent, courteous client experience, uncover client needs, conduct teller transactions as needed, and help clients navigate the branch.
  • Travel as needed to accommodate temporary staffing needs, including possible temporary assignments or locale changes.

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
  • May be eligible for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan, depending on position and division
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