Relationship Banker/Senior Relationship Banker - Central DFW Area

Truist • Frisco, TX

5d

About The Position

Provides an industry-leading client service experience in person and over the phone by developing and expanding new and existing client relationships. Offers financial solutions tailored to client needs through consultative conversations and referrals to other business partners. The role is cross-trained to perform teller duties as needed.

The position handles client maintenance requests, problem resolution, and sales for deposit, credit, convenience, and other products and services. It contributes to individual and branch service and sales targets, supports team sales efforts, advises on consumer lending options, and takes loan applications. It also follows operational controls and risk policies, keeps current with procedures, and helps clients navigate the branch and complete transactions.

The role participates in Truist Retail Community Bank Leadership Routines and ongoing sales, service, and product training. Work may include weekends or extended hours, occasional travel and overnight stays, and travel or temporary locale changes to meet staffing needs.

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 requirements; must continue to meet applicable regulatory requirements.
• Ability to multitask under time constraints.
• Ability to travel for temporary staffing needs, including temporary assignments 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 resolve problems, while carrying out 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 client relationships.
• Conduct consultative conversations and address or refer complex client needs and financial goals to internal specialists.
• Participate in all components of Truist Retail Community Bank Leadership Routines.
• Build sales technique 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 of policy and procedure changes.
• Provide a consistent, courteous client experience during transactions, including teller transactions, greeting clients, and helping them navigate the branch.
• Travel as needed to support 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 in 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 a deferred compensation plan

What This Job Offers

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