Relationship Banker or Senior Relationship Banker - Greater Charlotte & Triad Area Saturday Required

Truist Bank • Indian Trail, NC

2d

About The Position

The Relationship Banker or Senior Relationship Banker provides an industry-leading client service experience in person and by 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 supports client service and branch sales goals, handles routine client maintenance and problem resolution, advises on consumer lending options and accepts loan applications. It also requires compliance with internal controls, operational procedures, risk management policies, and applicable regulatory requirements. The position is in the Greater Charlotte and Triad Area, requires Saturday work, and is on the first shift.

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.
• SAFE (Mortgage Licensing Act) compliance within 30 days of employment, including required registration and applicable NMLS background check; must also 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 providing high-quality service.
• 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 client service in person and by phone while developing, expanding, and retaining client relationships.
• Handle routine client maintenance requests and problem resolution, 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.
• 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.
• Continue building 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 compliance guidelines.
• Engage clients courteously, uncover needs, and help them navigate the branch; perform teller transactions as needed.
• Travel as required to accommodate temporary staffing needs, potentially 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 based on hire date and full-time or part-time status
• 10 sick days, prorated
• Paid holidays
• Depending on position and division, possible eligibility for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan

What This Job Offers

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