Relationship Banker or Senior Relationship Banker - Beulaville

Truist Bank•Beulaville, NC

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 that meet client needs 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 role includes client maintenance and problem resolution, sales of deposit, credit, convenience, and other products and services, and supporting individual and branch sales targets. The banker conducts consultative conversations, refers complex needs to internal specialists, advises on consumer lending options, and takes loan applications. The position also involves teller transactions and helping clients navigate the branch, while following internal controls, procedures, and risk management policies.

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 be SAFE (Mortgage Licensing Act) compliant within 30 days of employment, including required registration and applicable NMLS background check; must meet ongoing regulatory requirements.
Ability to multitask under time constraints.
Ability to travel to accommodate temporary staffing needs, including temporary assignment or locale changes as required.
Ability to work weekends and/or extended hours; occasional travel and overnight stays 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 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 in-person and phone service to clients while developing and expanding client relationships.
Handle routine client maintenance requests, resolve problems, and perform sales functions related to deposit, credit, convenience, and other products and services.
Contribute to client service and individual and branch sales targets by offering products and services to develop, expand, and retain 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, and web-based learning.
Advise clients on consumer lending options and take loan applications.
Follow internal controls, operational procedures, and risk management policies, and remain current on policy and procedure changes.
Engage clients courteously, conduct transactions, uncover client needs, handle teller transactions as needed, and help clients navigate the branch.
Travel as needed to accommodate temporary staffing needs, potentially including 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 in 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