Relationship Banker / Senior Relationship Banker - Cleveland Main

Truist Bank•Cleveland, TN

23h

About The Position

Responsible for providing an industry-leading client service experience in person and by 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 business growth opportunities. The role is cross-trained to perform teller duties as needed, including teller transactions. The position supports individual and branch service and sales goals, advises clients on consumer lending options and takes loan applications, and follows internal controls, operational procedures, and risk management policies. It includes participating in Truist Retail Community Bank Leadership Routines and ongoing sales, service, and product learning. The role may require weekend or extended hours, travel to accommodate temporary staffing needs, and occasional overnight travel.

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.
SAFE (Mortgage Licensing Act) compliance within 30 days of employment, including required registration and 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 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 degree or higher.
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 advanced 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 the established Truist Retail Community Bank Leadership Routines.
Advance 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, and risk management policies; stay informed of policy and procedure changes to ensure compliance.
Provide a consistent, courteous client service experience while conducting transactions and identifying client needs; handle teller transactions and help greet and guide clients within 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 in the first year, prorated as applicable
10 sick days, prorated as applicable
Paid holidays
Depending on position and division, may be eligible for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan