Relationship Banker / Senior Relationship Banker - Alps Road
About The Position
Responsible for providing 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 for additional business growth opportunities. Cross-trains to perform required teller duties as needed. The position requires compliance with internal controls, operational procedures, risk-management policies, and applicable regulatory requirements. Employees must be able to travel to accommodate temporary staffing needs, and may be asked to work weekends or extended hours.
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.
- 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’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, resolve problems, and perform sales functions related to 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 act on or refer complex client needs and financial goals to internal specialists.
- Participate in Truist Retail Community Bank Leadership Routines.
- Develop 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, risk-management policies, and current compliance guidelines.
- Provide consistent, courteous client service, uncover client needs, handle teller transactions as needed, and help clients navigate 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 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
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Education Level
High school or GED
