Relationship Banker / Senior Relationship Banker - St Matthews Main

Truist Bank•St. Matthews, SC

1d•Onsite

About The Position

Responsible for delivering an industry-leading client service experience in person and by phone through developing and expanding new and existing client relationships. Provides financial solutions based on consultative conversations and refers clients to other business partners to support additional business growth. Cross-training to perform teller duties is required as needed. The role exercises advanced proficiency with client maintenance, problem resolution, and sales across deposit, credit, convenience, and other products and services. It supports individual and branch service and sales targets, takes consumer loan applications, participates in Truist Retail Community Bank Leadership Routines, and follows operational controls and risk management policies. The position may require weekend or extended hours, temporary travel or locale changes to meet staffing needs, and occasional travel and overnight stays.

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 willingness 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 applicable registration and NMLS background check requirements, and continue to meet regulatory requirements.
Ability to multitask under time constraints.
Ability to travel 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 required.

Nice To Haves

Associate degree or higher.
Demonstrated ability to manage 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; perform advanced sales functions for deposit, credit, convenience, and other products and services.
Help meet or exceed client service and individual and branch sales targets by offering products and services and developing, expanding, and retaining 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.
Advance 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 of policy and procedure changes.
Provide consistent, courteous client service while conducting transactions and identifying needs; handle teller transactions as needed 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 based on hire date and employment status
10 sick days, prorated
Paid holidays
Depending on position and division, the job may also be eligible for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan