Relationship Banker or Senior Relationship Banker (Saturday Required) - Woodcroft

Truist Bank • Durham, NC

6d

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 banker is cross-trained to perform teller duties as needed.

The role handles client maintenance requests, problem resolution, and sales involving deposit, credit, convenience, and other products and services. It contributes to individual and branch service and sales targets, supports consultative sales and referrals, advises on consumer lending options and accepts loan applications, and follows operational controls and risk policies. The banker also participates in Truist Retail Community Bank Leadership Routines and ongoing sales, service, and product training.

The role requires Saturday work, and may require other weekend or extended hours, occasional travel or overnight stays, and travel or temporary locale changes to meet staffing needs. The position is regular; the posting does not state a specific work location arrangement.

Requirements

• High school diploma or equivalent education.
• Two 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 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 degree or higher.
• Demonstrated ability to handle multiple priorities under time constraints.
• Excellent verbal and written communication skills.
• Ability to respond professionally while providing 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 telephone client service and develop and expand new and existing client relationships.
• Respond to routine client maintenance requests, resolve problems, and perform sales functions for deposit, credit, convenience, and other products and services.
• Contribute to individual and branch client service and sales targets by offering products and services focused on 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.
• Advance product and sales 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 compliance guidelines.
• Engage clients courteously during transactions, uncover their needs, handle teller transactions as needed, and help clients navigate the branch.
• Travel to accommodate temporary staffing needs, including temporary assignment or locale changes, as required.

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED