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 tailored to client needs through consultative conversations and referrals to internal business partners, and is cross-trained to perform teller duties as needed. The banker handles routine client maintenance and problem resolution, supports individual and branch sales goals, advises on consumer lending options and accepts loan applications, and follows operational, risk management, and compliance procedures. The role also includes ongoing product and sales training and may involve teller transactions and helping clients navigate the branch. The position is regular, requires English fluency, and is assigned to 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.
  • Must become SAFE (Mortgage Licensing Act) compliant within 30 days of employment, including required registration and applicable NMLS background check; candidates 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 assignment or locale changes.
  • Ability to work weekends and/or extended hours.

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 client maintenance requests, resolve problems, and perform sales functions relating to 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 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 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, and risk management policies, and stay informed about policy and procedure changes.
  • Provide consistent, courteous service while conducting transactions and identifying client needs; this may include teller transactions, greeting clients, and helping them navigate the branch.
  • Travel as needed to accommodate temporary staffing needs; occasional travel and overnight stays may be included.

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, the role may also be eligible for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan
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