Relationship Banker/Senior Relationship Banker - Amelia Island

Truist Bank•Amelia Island, FL

6d•Onsite

About The Position

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

Requirements

Associate's degree or equivalent education and related training
Three years of client sales and service experience
Experience with sourcing and prospecting for new clients and client relationship building
Knowledge of bank operations, policies and procedures
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 in this role, including new or transfer of registration and applicable NMLS background check which includes meeting applicable financial responsibility, character, credit fitness and criminal background standards. Successful candidates must also meet ongoing regulatory requirements

Nice To Haves

Bachelor's degree
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

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 as well as individual and branch sales targets by offering and selling products and services with a focus on developing, expanding and retaining relationships.
Supports team sales process by conducting consultative conversations and acting upon or referring more complex client needs or financial goals to other 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 to better serve consumer and business clients 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. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines.
Ensures a consistent client service experience by engaging clients with smiling, courteous conversation while conducting transactions and uncovering needs. This may include handling teller transactions and sharing responsibility for greeting clients and helping them navigate within the branch.