Relationship Banker or Senior Relationship Banker Anderson Pavilion

Truist Bank • Anderson, SC

1d

About The Position

Responsible for providing an industry-leading client service experience in person and by 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 routine client maintenance and problem resolution, supports individual and branch sales targets, conducts consultative conversations, and refers complex client needs to internal specialists. It includes advising on consumer lending options and taking loan applications, following operational controls and risk policies, and maintaining product and sales knowledge through meetings and training. The banker also engages clients during transactions, may perform teller transactions, and helps clients navigate the branch.

The position requires a high school diploma or equivalent and two years of client sales and service experience, including prospecting and relationship building. Employees must meet SAFE Mortgage Licensing Act requirements within 30 days of employment and be able to work weekends or extended hours and travel as required. An associate degree or higher and experience selling financial products are preferred. Eligible regular teammates working at least 20 hours per week may receive benefits, subject to plan and position eligibility.

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 willingness 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 NMLS background check; must meet ongoing regulatory requirements.
• Ability to multitask under time constraints.
• Ability to travel to accommodate temporary staffing needs 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 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

• Provide client service in person and by phone while developing and expanding client relationships.
• Address routine client maintenance requests and resolve problems; 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 that develop, expand, and retain 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 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 stay current on policy and procedure changes.
• Engage clients courteously during transactions, uncover needs, handle teller transactions as needed, and help clients navigate the branch.
• Travel as required to accommodate temporary staffing needs, including possible 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 during the first year, prorated as applicable
• 10 sick days, prorated as applicable
• Paid holidays
• Depending on position and division, the role may also be eligible for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan

What This Job Offers

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