Relationship Banker/Senior Relationship Banker - South Ocala

Truist Bank•Ocala, FL

2d•Onsite

About The Position

The Relationship Banker/Senior Relationship Banker position is responsible for providing an industry-leading client service experience both in person and on the phone. This role involves developing and expanding new and existing client relationships, offering financial solutions that meet client needs through consultative conversations, and referring clients to other business partners for additional growth opportunities. The position also requires cross-training to perform teller duties as needed.

Requirements

High school diploma or equivalent education
2 years of client sales and service experience
Experience with sourcing and prospecting for new clients and client relationship building
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 new or transfer of registration and applicable NMLS background check
Ability to multi-task under time constraints
Ability to travel to accommodate temporary staffing needs as required
Ability to work weekends and/or extended hours with occasional travel and overnights 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 in a professional manner with a high level of service quality
Experience with discussing, recommending, and selling various deposit, credit, and retirement products to consumer and small business clients
Demonstrated ability in meeting or exceeding sales goals
General understanding of bank operations, policies, and procedures

Responsibilities

Exercises advanced proficiency with routine client maintenance requests, problem resolution, and advanced sales functions regarding deposit, credit, convenience, and other product and service lines.
Contributes to meeting or exceeding client service and individual/branch sales targets by offering products and services with a focus on developing, expanding, and retaining relationships.
Supports the team sales process by conducting consultative conversations and referring complex client needs or financial goals to internal specialists.
Participates fully in all components of the established Truist Retail Community Bank Leadership Routines.
Commits to advancing individual knowledge of sales techniques and product knowledge by attending sales, service, and product knowledge meetings, applicable training classes, and web-based learning.
Advises on consumer lending options and takes loan applications.
Adheres to internal controls, operational procedures, and risk management policies, staying informed of all changes in policies and procedures to ensure compliance.
Ensures a consistent client service experience by engaging clients with courteous conversation while conducting transactions and uncovering needs, which may include handling teller transactions and assisting clients within the branch.