Relationship Banker/Senior Relationship Banker - Tallahassee Area

Truist Bank•Tallahassee, FL

12d

About The Position

The Relationship Banker/Senior Relationship Banker provides industry-leading client service in person and by phone by developing and expanding new and existing client relationships. The role uses consultative conversations to identify client needs and provide financial solutions, including referrals to internal business partners for additional growth opportunities. The employee will be cross-trained to perform teller duties as needed. The position supports individual and branch service and sales goals, advises on consumer lending options and takes loan applications, and follows operational controls, procedures, and risk-management policies. It also involves participating in Truist Retail Community Bank Leadership Routines and ongoing sales, service, and product training. The role may require weekend or extended hours, travel to cover temporary staffing needs, and occasional overnight travel.

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 applicable registration and NMLS background-check requirements, and 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, including temporary assignment or locale changes.

Nice To Haves

Associate’s degree or higher.
Demonstrated ability to manage 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 routine client maintenance requests, resolve problems, and perform sales functions involving deposit, credit, convenience, and other products and services.
Contribute to client service and individual and branch sales targets by offering products and services and developing, expanding, and retaining client relationships.
Conduct consultative conversations and address or refer complex client needs and financial goals to internal specialists.
Participate in established Truist Retail Community Bank Leadership Routines.
Build 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, and risk-management policies, and stay informed of policy and procedure changes.
Provide a consistent, courteous client experience while conducting transactions and identifying needs; perform teller transactions as needed and help greet and guide clients within the branch.
Travel as needed to accommodate temporary staffing needs, including possible 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, the role may also be eligible for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan