Relationship Banker / Senior Relationship Banker - NE Atlanta Suburbs - Alpharetta Area

Truist Bank•Alpharetta, GA

About The Position

The Relationship Banker / Senior Relationship Banker provides an industry-leading client service experience in person and over the 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 when appropriate to support additional growth opportunities. The banker is cross-trained to perform teller duties as needed. The position supports client service and branch sales goals through routine client maintenance, problem resolution, sales of deposit, credit, convenience, and other products and services, and referrals to internal specialists. It also includes advising clients about consumer lending options and taking loan applications. The banker participates in Truist Retail Community Bank Leadership Routines, pursues ongoing product and sales training, and follows operational, risk-management, and compliance requirements.

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 and a desire to interact with clients and prospects.
Demonstrated 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; successful candidates must also meet ongoing regulatory requirements.
Ability to multitask under time constraints.
Ability to travel as required 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 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 resolve problems, while performing 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 all components of the established Truist Retail Community Bank Leadership Routines.
Build 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, operating procedures, and risk-management policies, and stay informed of policy and procedure changes.
Engage clients courteously, uncover their needs, perform teller transactions as needed, and help clients navigate the branch.

Benefits

Medical insurance
Dental insurance
Vision insurance
Life insurance
Disability insurance
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, eligibility for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan