Relationship Banker / Senior Relationship Banker - Columbia or West Columbia Area

Truist Bank • Columbia, SC

12d

About The Position

Responsible for providing an industry-leading client service experience in person and over the phone by developing and expanding new and existing client relationships. Provides financial solutions based on consultative conversations and refers clients to other business partners for additional growth opportunities. The role is cross-trained to perform teller duties as needed.

The position involves handling client maintenance requests and resolving problems; supporting branch and individual sales goals; identifying client needs and referring complex needs to internal specialists; advising on consumer lending options and taking loan applications; and following operational, risk management, and compliance requirements. The banker also participates in Truist Retail Community Bank Leadership Routines and continues developing sales and product knowledge through meetings and training.

The position is based in the Columbia or West Columbia area. It is a regular, first-shift role. Weekend or extended hours may be required, and travel to cover temporary staffing needs may include temporary assignment or locale changes, occasional travel, and overnights.

Requirements

• High school diploma or equivalent education.
• Two 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 be SAFE (Mortgage Licensing Act) compliant within 30 days of employment, including required registration and applicable NMLS background check; must meet ongoing regulatory requirements.
• Ability to multitask under time constraints.
• Ability to travel as needed to accommodate 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

• Provide client service in person and over the phone while developing and expanding client relationships.
• Handle routine client maintenance requests, resolve problems, and perform sales functions related to 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 address or refer complex client needs and financial goals to internal specialists.
• Participate in Truist Retail Community Bank Leadership Routines.
• Build 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.
• Engage clients courteously, uncover needs, conduct teller transactions as needed, greet clients, and help them navigate the branch.
• Travel to accommodate temporary staffing needs as required.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Life insurance
• Disability insurance
• Tax-preferred savings accounts
• 401(k) plan
• At least 10 days of vacation during the first year, prorated as applicable
• 10 sick days, prorated as applicable
• Paid holidays
• Depending on position and division, eligibility may include 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