Relationship Banker / Sr RB - East Hillsborough Wesley Chapel Southern

Truist•Apollo Beach, FL

About The Position

The Relationship Banker is responsible for providing an industry-leading client service experience in person and by phone through developing and expanding new and existing client relationships. The role provides financial solutions based on consultative conversations and refers clients to other business partners for additional growth opportunities. The banker is cross-trained to perform teller duties as needed. The position handles client maintenance requests, problem resolution, and sales related to deposit, credit, convenience, and other products and services. It contributes to individual and branch service and sales targets, supports team sales through consultative conversations and referrals, advises on consumer lending options, and takes loan applications. The banker follows operational controls, procedures, and risk policies, and helps clients with transactions and navigation within the branch. The role also includes participation in Truist Retail Community Bank Leadership Routines and ongoing sales, service, and product training.

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.
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 checks, and meet ongoing regulatory requirements.
Ability to multitask under time constraints.
Ability to travel as needed for 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 product and service lines.
Help meet or exceed 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 established Truist Retail Community Bank Leadership Routines.
Advance product knowledge and sales skills through 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 consistent client service through courteous conversations, uncovering client needs, handling teller transactions as needed, greeting clients, and helping them 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, possible eligibility for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan