Relationship Banker or Senior Relationship Banker (Sat Required) - Warrenton
About The Position
Responsible for providing an industry-leading client service experience in person and over the phone by 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 handles routine client maintenance, problem resolution, and sales of deposit, credit, convenience, and other products and services. It contributes to individual and branch client-service and sales targets, supports team sales through consultative conversations and referrals, advises on consumer lending options, and takes loan applications. The banker follows internal controls, operational procedures, and risk management policies; participates in Truist Retail Community Bank Leadership Routines; and continues to build sales and product knowledge through meetings and training. Client interactions may include teller transactions, greeting clients, and helping them navigate the branch. The role is regular, requires English fluency, and is on first shift. Weekend and/or extended-hour work is required; occasional travel and overnight stays may be included. The employee may need to travel to accommodate temporary staffing needs, including temporary assignments or locale changes.
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.
- Demonstrated proficiency in basic computer applications, such as Microsoft Office.
- Must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment, including required registration and applicable NMLS background check; must meet applicable financial responsibility, character, credit fitness, and criminal background standards and ongoing regulatory requirements.
- Ability to multitask under time constraints.
- Ability to travel as needed to accommodate temporary staffing needs, including temporary assignments or locale changes.
- 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 with 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 industry-leading client service in person and by phone while developing and expanding client relationships.
- Handle routine client maintenance requests, resolve problems, and perform 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 relationships.
- Conduct consultative conversations and act on 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 by attending 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 policy and procedure guidelines.
- Engage clients courteously, conduct transactions, uncover needs, perform teller transactions as needed, and help greet and guide clients within 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, 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
