About The Position

The Relationship Banker/Senior Relationship Banker provides an industry-leading client service experience in person and by phone by developing and expanding new and existing client relationships. The role offers financial solutions based on consultative conversations and refers clients to other business partners for additional growth opportunities. The employee is cross-trained to perform teller duties as needed. The position involves advanced routine client maintenance, problem resolution, and sales across deposit, credit, convenience, and other product and service lines. The banker contributes to individual and branch client-service and sales goals, supports the team sales process, advises on consumer lending options, and takes loan applications. The role also includes participating in Truist Retail Community Bank Leadership Routines and ongoing sales, service, and product training. Employees follow internal controls, operational procedures, risk policies, and current compliance guidelines, and help clients navigate the branch as needed. This is a regular position with a first-shift schedule. Work may include weekends or extended hours, and occasional travel and overnight stays. Travel to meet temporary staffing needs, including temporary assignment or locale changes, may be required.

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.
  • Must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment, including new or transferred registration and applicable NMLS background check; must meet applicable financial responsibility, character, credit fitness, and criminal background standards and 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 with 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 client service in person and by phone while developing and expanding client relationships.
  • Address routine client maintenance requests and resolve problems; perform sales functions for deposit, credit, convenience, and other products and services.
  • Contribute to individual and branch client-service and 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.
  • Develop sales techniques 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, risk management policies, and current compliance guidelines.
  • Engage clients courteously during transactions, uncover needs, perform teller transactions as needed, and help clients navigate the branch.
  • Travel as required to accommodate temporary staffing needs, including temporary assignment or locale changes.

Benefits

  • Medical, dental, and vision insurance.
  • Life and 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, may be eligible for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan.
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