About The Position

Provides an industry-leading client service experience in person and by phone by developing and expanding new and existing client relationships. Recommends financial solutions based on consultative conversations and refers clients to other business partners to support additional growth opportunities. The role is cross-trained to perform teller duties as needed. The position exercises proficiency in client maintenance, problem resolution, and sales across deposit, credit, convenience, and other products and services. It supports individual and branch service and sales goals, consultative selling, consumer lending applications, branch leadership routines, ongoing product and sales learning, and compliance with operational controls and risk policies. It also helps clients navigate the branch and may conduct teller transactions. The annual base salary is $45,760–$59,500 for Relationship Banker and $45,760–$68,500 for Senior Relationship Banker. Saturday work is required. The role is regular and requires English fluency.

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.
  • Be SAFE (Mortgage Licensing Act) compliant within 30 days of employment, including applicable registration and NMLS background-check requirements, and meet ongoing regulatory requirements.
  • Ability to multitask under time constraints.
  • Ability to work weekends and/or extended hours; occasional travel and overnight stays may be included.
  • Ability to travel to accommodate temporary staffing needs as required.

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 for deposit, credit, convenience, and other products and services.
  • Contribute to client service and individual and branch sales targets by offering products and services that develop, expand, and retain 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.
  • Build 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 guidelines.
  • Provide a consistent, courteous client service experience, handle teller transactions as needed, and help clients navigate the branch.
  • Travel as needed to accommodate temporary staffing needs, including temporary assignment 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 as applicable
  • 10 sick days, prorated as applicable
  • 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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