Relationship Banker/Senior Relationship Banker - Forest Lane

Truist Bank•Dallas, TX

About The Position

The Relationship Banker/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 handles routine client maintenance and problem resolution, supports sales and client-service targets, advises on consumer lending options, and takes loan applications. It also includes teller transactions, greeting clients, and helping them navigate the branch. The banker follows operational controls, procedures, and risk-management policies, and develops product and sales knowledge through meetings and training.

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.
Proficiency in basic computer applications, such as Microsoft Office.
SAFE (Mortgage Licensing Act) compliance within 30 days of employment, including applicable registration and NMLS background check requirements; ongoing regulatory requirements must also be met.
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; occasional travel and overnight stays may be included.

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 routine client maintenance requests, resolve problems, and perform sales functions related to deposit, credit, convenience, and other products and services.
Contribute to individual and branch client-service and 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 Truist Retail Community Bank Leadership Routines.
Develop sales techniques and product 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 courteous service during transactions, uncover client needs, handle teller transactions as needed, greet clients, and help them navigate the branch.

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