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 when additional expertise or business growth opportunities are identified. The banker is cross-trained to perform teller duties as needed. The position handles routine client maintenance, problem resolution, and sales across deposit, credit, convenience, and other product and service lines. It contributes to individual and branch sales and client service goals, supports the team sales process, advises on consumer lending options, and takes loan applications. The banker participates in Truist Retail Community Bank Leadership Routines and ongoing sales, service, and product training. The role also requires following operational procedures, internal controls, and risk management policies, and may involve temporary staffing assignments, travel, weekends, extended hours, or overnight travel.

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 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 required 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 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 involving 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, address client needs, and refer complex needs or financial goals to internal specialists.
  • Participate in all components of the established Truist Retail Community Bank Leadership Routines.
  • Build knowledge of sales techniques and products 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, and stay informed about policy and procedure changes.
  • Provide a consistent client service experience, conduct transactions, identify client needs, and help clients navigate the branch.
  • Perform teller duties as needed.

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
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