Relationship Banker/Senior Relationship Banker - Plantation Square

Truist • Lakeland, FL

7d

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 that meet client needs through consultative conversations and referrals to other business partners for additional business growth opportunities. The banker is cross-trained to perform required teller duties as needed.

The role includes routine client maintenance and problem resolution, sales of deposit, credit, convenience, and other products and services, and contributing to individual and branch service and sales goals. The banker participates in Truist Retail Community Bank Leadership Routines, ongoing product and sales training, and consumer lending conversations and applications. The position also involves following operational controls, procedures, and risk-management policies, and supporting a consistent client experience in the branch, including teller transactions and greeting and directing clients.

The position is listed as regular and requires English fluency. It is a first-shift role. Weekend and/or extended-hour work may be required, and occasional travel and overnight stays may be included. Travel to accommodate temporary staffing needs, including temporary assignment or locale changes, is required 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 and a desire to interact with clients and prospects.
• Demonstrated proficiency in basic computer applications, such as Microsoft Office.
• Meet SAFE (Mortgage Licensing Act) requirements within 30 days of employment, including new or transferred registration and applicable NMLS background check and ongoing regulatory requirements.
• Ability to multitask under time constraints.
• Ability to travel as required 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

• Provide in-person and telephone client service while developing and expanding client relationships.
• Handle routine client maintenance requests, resolve problems, and perform advanced sales functions for 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 relationships.
• Conduct consultative conversations and act on or refer complex client needs and financial goals to internal specialists.
• Participate in Truist Retail Community Bank Leadership Routines.
• Build sales technique 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, risk-management policies, and current compliance guidelines.
• Engage clients courteously during transactions, uncover client needs, perform teller transactions as needed, and help greet and direct clients within the branch.
• Travel as needed to accommodate temporary staffing needs, including temporary assignments 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED