Relationship Banker/Senior Relationship Banker - Lineville

Truist • Lineville, AL

2d

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 business growth opportunities. The role is cross-trained to perform teller duties as needed.

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 meet SAFE (Mortgage Licensing Act) requirements within 30 days of employment, including new or transferred registration and applicable NMLS background check standards; must also meet ongoing regulatory requirements.
• Ability to multitask under time constraints.
• Ability to travel as needed for 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 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 and developing, expanding, and retaining client relationships.
• Support the team sales process through consultative conversations and by addressing or referring complex client needs and financial goals to internal specialists.
• Participate in all components of Truist Retail Community Bank Leadership Routines.
• Develop 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 about policy and procedure changes.
• Engage clients in courteous conversation while conducting transactions and identifying needs; handle teller transactions and help greet and guide clients within 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 as applicable
• 10 sick days, prorated as applicable
• Paid holidays
• Position- and division-dependent eligibility 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